Plan Snapshot
- Plan Sponsor: Weinberg, Wheeler, Hudgins, Gunn & Dial, LLC
- Sponsor EIN: 582482895
- Sponsor Address: 3344 PEACHTREE ROAD, ATLANTA, GA, 30326
- Plan Type: 401(k)
- Total Participants: 162
- Total Assets: $78.4M
Key Plan Design Features
- Auto-Enrollment: No
- 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 | 162 | $78.4M | $2.1M | $1.7M |
| 2023 | 167 | $67.2M | $2.2M | $1.6M |
| 2022 | 161 | $54.2M | $1.8M | $1.4M |
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 |
|---|---|---|---|---|
| SMITH AND HOWARD | Auditor | — | — | $0 |
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 | $385,582 | $344,961 | $31,529 | — | — |
| 2023 | $269,164 | $234,629 | $25,650 | — | — |
| 2022 | $1,332,215 | — | $242,108 | — | — |