Plan Snapshot
- Plan Sponsor: Weissman PC
- Sponsor EIN: 581943683
- Sponsor Address: 3500 LENOX RD. 4TH FLOOR, ATLANTA, GA, 30326
- Plan Type: 401(k)
- Total Participants: 145
- Total Assets: $22.4M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 145 | $22.4M | $159,724 | $1.1M |
| 2023 | 139 | $20.8M | $145,290 | $999,326 |
| 2022 | 159 | $18.1M | $158,139 | $1.2M |
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 |
|---|---|---|---|---|
| WINDHAM BRANNON | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- WINDHAM BRANNON — 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 | $79,353 | $49,859 | — | — | — |
| 2023 | $71,945 | $38,754 | — | — | — |
| 2022 | $74,047 | $36,857 | $37,190 | — | — |