# The Place At Martinez 401(k) Plan
Source: https://planprovider.pro/companies/the-place-at-martinez-401k-plan

> The Place At Martinez's 401(k) plan: 150 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|—|—|

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