Plan Snapshot
- Plan Sponsor: Turner Padget Graham And Laney P.A.
- Sponsor EIN: 570723520
- Sponsor Address: 1901 MAIN STREET SUITE 900, COLUMBIA, SC, 29201
- Plan Type: 401(k)
- Total Participants: 123
- Total Assets: $29.8M
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 | 123 | $29.8M | $374,393 | $914,343 |
| 2023 | 133 | $28.5M | $802,729 | $1.0M |
| 2022 | 133 | $25.1M | $386,787 | $1.0M |
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 |
|---|---|---|---|---|
| WEBSTER ROGERS LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- WEBSTER ROGERS LLP — Auditor
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 | $3,173 | $935 | $2,238 | — | — |
| 2023 | $2,469 | — | $2,469 | — | — |
| 2022 | $3,833 | $3,833 | — | — | — |