Plan Snapshot
- Plan Sponsor: Lockstep Technology Group, LLC
- Sponsor EIN: 262991351
- Sponsor Address: 190 TECHNOLOGY PARKWAY, PEACHTREE CORNERS, GA, 30092
- Plan Type: 401(k)
- Total Participants: 260
- Total Assets: $11.4M
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 | 260 | $11.4M | $560,204 | $1.4M |
| 2023 | 161 | $8.2M | $378,385 | $958,108 |
| 2022 | 46 | $2.7M | $91,919 | $318,811 |
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 | $59,774 | — | $59,774 | — | — |
| 2023 | — | — | — | — | — |
| 2022 | — | — | — | — | — |