Plan Snapshot
- Plan Sponsor: The William Breman Jewish Home
- Sponsor EIN: 580610059
- Sponsor Address: 3150 HOWELL MILL RD NW, ATLANTA, GA, 303272108
- Plan Type: 401(k)
- Total Participants: 948
- Total Assets: $7.4M
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: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 948 | $7.4M | $167,601 | $357,019 |
| 2023 | 758 | $5.8M | $165,978 | $403,354 |
| 2022 | 572 | $4.5M | $164,339 | $427,839 |
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 |
|---|---|---|---|---|
| MAULDIN & JENKINS 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 | $1,512 | — | — | — | — |
| 2023 | $785 | — | — | — | — |
| 2022 | $740 | — | — | — | — |