Plan Snapshot
- Plan Sponsor: Alley-Cassetty Companies, INC.
- Sponsor EIN: 620715354
- Sponsor Address: 2 OLDHAM STREET, NASHVILLE, TN, 37213
- Plan Type: 401(k)
- Total Participants: 304
- Total Assets: $14.0M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 304 | $14.0M | $150,003 | $1.0M |
| 2023 | 325 | $13.4M | $123,088 | $837,059 |
| 2022 | 262 | $12.1M | $56,092 | $796,745 |
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 |
|---|---|---|---|---|
| PURYEAR & NOONAN | 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 | $46,720 | $32,053 | — | — | — |
| 2023 | $42,454 | $27,955 | — | — | — |
| 2022 | $41,574 | — | $41,574 | — | — |