Plan Snapshot
- Plan Sponsor: Waldon Adelman Castilla Mcnamara & Prout, Lllp
- Sponsor EIN: 581619643
- Sponsor Address: 900 CIRCLE 75 PARKWAY, ATLANTA, GA, 30339
- Plan Type: 401(k)
- Total Participants: 89
- Total Assets: $14.2M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- 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 | 89 | $14.2M | $455,764 | $584,192 |
| 2023 | 85 | $12.5M | $463,202 | $561,451 |
| 2022 | 77 | $9.7M | $445,018 | $481,454 |
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 |
|---|---|---|---|---|
| BENNETT THRASHER | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BENNETT THRASHER — 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 | $7,003 | — | $7,003 | — | — |
| 2023 | $5,772 | — | $5,772 | — | — |
| 2022 | $11,382 | — | $11,382 | — | — |