Plan Snapshot
- Plan Sponsor: The Place At Martinez
- Sponsor EIN: 421696037
- Sponsor Address: 409 PLEASANT HOME RD, AUGUSTA, GA, 309073523
- Plan Type: 401(k)
- Total Participants: 150
- Total Assets: $404,560
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 150 | $404,560 | $8,100 | $46,866 |
| 2023 | 152 | $342,012 | $8,802 | $48,881 |
| 2022 | 167 | $250,692 | $8,166 | $45,841 |
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 |
|---|---|---|---|---|
| SCHMOYER AND COMPANY LLC | Auditor | — | — | $0 |
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 | $354 | — | $354 | — | — |
| 2023 | $688 | — | $688 | — | — |
| 2022 | $527 | — | $527 | — | — |