Plan Snapshot
- Plan Sponsor: Togetherwork Operations, LLC
- Sponsor EIN: 820616547
- Sponsor Address: 2 RAVINIA DRIVE, SUITE 500, ATLANTA, GA, 30346
- Plan Type: 401(k)
- Total Participants: 681
- Total Assets: $61.3M
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 | 681 | $61.3M | $2.1M | $5.1M |
| 2023 | 648 | $51.4M | $1.9M | $4.3M |
| 2022 | 625 | $40.1M | $1.8M | $4.1M |
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 |
|---|---|---|---|---|
| BATESCARTER | Auditor | $24,553 | — | $24,553 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $24,553
- Estimated Expense Ratio: 0.040% 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 | $67,965 | $17,628 | $15,695 | $24,553 | — |
| 2023 | $91,147 | — | $91,147 | — | — |
| 2022 | $40,353 | — | $40,353 | — | — |