Plan Snapshot
- Plan Sponsor: Thiele Kaolin Company
- Sponsor EIN: 580525495
- Sponsor Address: PO BOX 1056, SANDERSVILLE, GA, 310821056
- Plan Type: DB
- Total Participants: 155
- Total Assets: $100.2M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 155 | $100.2M | $0 | $0 |
| 2023 | 201 | $111.3M | $0 | $0 |
| 2022 | 216 | $108.0M | $0 | $0 |
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 |
|---|---|---|---|---|
| CHERRY BEKAERT LLP | Auditor | $396,827 | — | $396,827 |
| BANK OF AMERICA | NONE | $312,900 | — | $312,900 |
| AGILIS PARTNERS LLC | NONE | $111,200 | — | $111,200 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $820,927
- Estimated Expense Ratio: 0.819% of plan assets
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 | $508,027 | — | — | $396,827 | — |
| 2023 | $668,215 | — | — | — | — |
| 2022 | $863,009 | — | — | — | $863,009 |