Plan Snapshot
- Plan Sponsor: Thought Logic Consulting, LLC
- Sponsor EIN: 465500889
- Sponsor Address: 3340 PEACHTREE ROAD NE, ATLANTA, GA, 30326
- Plan Type: 401(k)
- Total Participants: 127
- Total Assets: $18.3M
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 | 127 | $18.3M | $846,501 | $2.0M |
| 2023 | 143 | $13.0M | $984,833 | $2.2M |
| 2022 | 159 | $8.7M | $878,820 | $1.9M |
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 |
|---|---|---|---|---|
| ONEDIGITAL INVESTMENT ADVISORS | INVESTMENT ADVISORY-PLAN | $37,647 | — | $37,647 |
| TRANSAMERICA RETIREMENT SOLUTIONS | RECORDKEEPER | $36,396 | — | $36,396 |
| ROSS LANE & COMPANY, LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ONEDIGITAL INVESTMENT ADVISORS — INVESTMENT ADVISORY-PLAN
- TRANSAMERICA RETIREMENT SOLUTIONS — RECORDKEEPER
- ROSS LANE & COMPANY, LLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $74,043
- Estimated Expense Ratio: 0.406% 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 | $76,543 | — | $76,543 | — | — |
| 2023 | $53,972 | — | $53,972 | — | — |
| 2022 | $40,793 | — | — | — | $40,793 |