Plan Snapshot
- Plan Sponsor: Appalachia Holding Company
- Sponsor EIN: 540295165
- Sponsor Address: 340 MARTIN LUTHER KING JR BLVD., BRISTOL, TN, 376200000
- Plan Type: DB
- Total Participants: 0
- Total Assets: $0
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: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2023 | 0 | $0 | $24.9M | $0 |
| 2022 | 1,145 | $259.3M | $3.5M | $0 |
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 |
|---|---|---|---|---|
| RUSSELL TRUST COMPANY | Investment Advisor | $1,160,779 | — | $1,160,779 |
| MILLIMAN, INC. | Recordkeeper | $315,275 | — | $315,275 |
| WILLIS TOWERS WATSON | Other Service Provider | $114,860 | — | $114,860 |
| COMERICA | Other Service Provider | $105,042 | — | $105,042 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- RUSSELL TRUST COMPANY — Investment Advisor
- MILLIMAN, INC. — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $1,695,956
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 |
|---|---|---|---|---|---|
| 2023 | $6,638,692 | $99,864 | — | — | — |
| 2022 | $6,376,453 | $105,042 | — | — | $1,590,915 |