Plan Snapshot
- Plan Sponsor: Tsg Cennox, LLC
- Sponsor EIN: 845114630
- Sponsor Address: 1015 WINDWARD RIDGE PARKWAY, ALPHARETTA, GA, 30005
- Plan Type: 401(k)
- Total Participants: 628
- Total Assets: $27.4M
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: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 628 | $27.4M | $1.1M | $2.1M |
| 2023 | 660 | $27.0M | $1.2M | $2.1M |
| 2022 | 262 | $4.4M | $231,956 | $501,068 |
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 |
|---|---|---|---|---|
| EMPOWER ANNUITY INS CO OF AMERICA | Recordkeeper | $123,753 | — | $123,753 |
| ALLIANT INSURANCE SERVICES INC. | Investment Advisor | $67,602 | — | $67,602 |
| COOK MARTIN POULSON, PC | Recordkeeper | $9,010 | $13,240 | $22,250 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $213,605
- Estimated Expense Ratio: 0.779% 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 | $200,365 | $67,602 | — | — | — |
| 2023 | $105,105 | $63,063 | — | — | — |
| 2022 | $7,137 | $7,137 | — | — | — |