Plan Snapshot
- Plan Sponsor: The Sheltering Arms
- Sponsor EIN: 580566236
- Sponsor Address: 385 CENTENNIAL OLYMPIC PARK DR NW, ATLANTA, GA, 30313
- Plan Type: 401(k)
- Total Participants: 335
- Total Assets: $5.1M
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 | 335 | $5.1M | $213,096 | $308,963 |
| 2023 | 321 | $4.4M | $168,834 | $240,110 |
| 2022 | 258 | $4.2M | $140,636 | $190,815 |
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 |
|---|---|---|---|---|
| SMITH & HOWARD, P.C. | 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 | $36,204 | $2,520 | — | — | — |
| 2023 | $12,817 | $841 | $1,146 | — | — |
| 2022 | $14,767 | $2,550 | — | — | — |