Plan Snapshot
- Plan Sponsor: Ajax Turner Co., INC.
- Sponsor EIN: 620645490
- Sponsor Address: 4010 CENTREPOINTE WAY, LAVERGNE, TN, 37086
- Plan Type: 401(k)
- Total Participants: 250
- Total Assets: $28.2M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 250 | $28.2M | $898,520 | $1.1M |
| 2023 | 269 | $26.0M | $899,984 | $1.1M |
| 2022 | 237 | $23.3M | $817,878 | $887,988 |
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 |
|---|---|---|---|---|
| CARR RIGGS & INGRAM, 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 | $164,380 | — | $164,380 | — | — |
| 2023 | $143,979 | — | $143,979 | — | — |
| 2022 | $137,138 | $123,863 | $2,800 | — | $10,475 |