Plan Snapshot
- Plan Sponsor: Tydenbrooks
- Sponsor EIN: 220793310
- Sponsor Address: 2727 PACES FERRY ROAD SE, ATLANTA, GA, 30339
- Plan Type: 401(k)
- Total Participants: 340
- Total Assets: $17.5M
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 | 340 | $17.5M | $323,075 | $986,411 |
| 2023 | 394 | $18.5M | $275,161 | $854,549 |
| 2022 | 363 | $17.1M | $223,386 | $746,700 |
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 |
|---|---|---|---|---|
| PROFESSIONAL CAPITAL SERVICES, LLC | CONTRACT ADMINISTRATOR | $45,458 | — | $45,458 |
| NEWSQUARE CAPITAL, LLC | INVESTMENT ADVISOR | $35,341 | — | $35,341 |
| BAKER TILLY US, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- PROFESSIONAL CAPITAL SERVICES, LLC — CONTRACT ADMINISTRATOR
- BAKER TILLY US, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $80,799
- Estimated Expense Ratio: 0.461% 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 | $80,349 | $35,341 | $45,008 | — | — |
| 2023 | $92,447 | $38,653 | $53,794 | — | — |
| 2022 | $97,736 | $31,320 | $66,416 | — | — |