Plan Snapshot
- Plan Sponsor: Visiting Angels Cpd LLC
- Sponsor EIN: 814717857
- Sponsor Address: 110 EVANS MILL DR STE 801, DALLAS, GA, 301571642
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 201
- Total Assets: $279,530
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 201 | $279,530 | $46,897 | $92,105 |
| 2023 | 243 | $148,818 | $36,540 | $72,946 |
| 2022 | 171 | $50,734 | $24,477 | $50,750 |
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 |
|---|---|---|---|---|
| PAYCHEX, INC. | Recordkeeper | $6,112 | — | $6,112 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- PAYCHEX, INC. — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $6,112
- Estimated Expense Ratio: 2.187% 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 | $10,755 | — | $9,895 | — | — |
| 2023 | $25,645 | — | — | — | — |
| 2022 | $72 | — | $72 | — | — |