# Alexander Thompson Arnold PLLC 401(k) Plan
Source: https://planprovider.pro/companies/alexander-thompson-arnold-pllc-401k-plan

> Alexander Thompson Arnold PLLC's 401(k) plan: 273 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Alexander Thompson Arnold PLLC

- **Sponsor EIN:** 621110839

- **Sponsor Address:** 624 E REELFOOT AVENUE, UNION CITY, TN, 38261

- **Plan Type:** 401(k)

- **Total Participants:** 273

- **Total Assets:** $23.5M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** Yes

- **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|273|$23.5M|$676,859|$1.6M|

| 2023|227|$19.6M|$542,332|$1.3M|

| 2022|224|$16.0M|$450,966|$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|

| JASON UNDERWOOD CPA, PLLC|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [JASON UNDERWOOD CPA, PLLC](https://planprovider.pro/provider/jason-underwood-cpa-pllc) — 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|$134,910|—|—|—|—|

| 2023|$116,173|—|—|—|—|

| 2022|$109,669|—|—|—|—|

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