Plan Snapshot
- Plan Sponsor: Wesley Woods Senior Living
- Sponsor EIN: 202157051
- Sponsor Address: 1817 CLIFTON RD NE, ATLANTA, GA, 303294021
- Plan Type: DC
- Plan Number: 001
- Total Participants: 181
- Total Assets: $6.4M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 181 | $6.4M | $382,401 | $453,187 |
| 2023 | 190 | $6.2M | $426,310 | $487,707 |
| 2022 | 201 | $5.3M | $451,000 | $465,105 |
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 |
|---|---|---|---|---|
| MAULDIN & JENKINS, LLC | 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 | $20,037 | — | $20,037 | — | — |
| 2023 | $20,918 | — | $20,918 | — | — |
| 2022 | $22,087 | — | $22,087 | — | — |