Plan Snapshot
- Plan Sponsor: The Miller-Clapperton Partnership, INC.
- Sponsor EIN: 581471374
- Sponsor Address: 7948 SECOND FLAG DRIVE, AUSTELL, GA, 30168
- Plan Type: 401(k)
- Total Participants: 146
- Total Assets: $7.7M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 146 | $7.7M | $328,362 | $584,664 |
| 2023 | 157 | $6.2M | $280,316 | $480,556 |
| 2022 | 178 | $4.6M | $252,734 | $440,401 |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| HLB GROSS COLLINS | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- HLB GROSS COLLINS — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $8,905 | — | — | — | — |
| 2023 | $7,730 | — | — | — | — |
| 2022 | $7,400 | — | — | — | — |