# The Sheltering Arms 401(k) Plan
Source: https://planprovider.pro/companies/the-sheltering-arms-401k-plan

> The Sheltering Arms's 401(k) plan: 335 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|—|—|—|

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