Plan Snapshot
- Plan Sponsor: The Recreational Group LLC
- Sponsor EIN: 582444653
- Sponsor Address: 205 BORING DR, DALTON, GA, 307211517
- Plan Type: 401(k)
- Total Participants: 704
- Total Assets: $16.6M
Key Plan Design Features
- Auto-Enrollment: No
- 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 | 704 | $16.6M | $832,661 | $1.4M |
| 2023 | 680 | $14.3M | $507,420 | $836,523 |
| 2022 | 388 | $5.5M | $346,576 | $597,269 |
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 |
|---|---|---|---|---|
| NICHOLS, CAULEY & ASSOCIATES, LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- NICHOLS, CAULEY & ASSOCIATES, LLC — 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 | $82,913 | — | $82,913 | — | — |
| 2023 | $54,163 | — | $54,163 | — | — |
| 2022 | $34,721 | — | $34,721 | — | — |