Plan Snapshot
- Plan Sponsor: Athens Distributing Company Of Nashville
- Sponsor EIN: 620439208
- Sponsor Address: 3001 OWEN DRIVE, NASHVILLE, TN, 37013
- Plan Type: 401(k)
- Total Participants: 358
- Total Assets: $36.4M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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 | 358 | $36.4M | $470,275 | $1.2M |
| 2023 | 105 | $14.0M | $349,548 | $890,936 |
| 2022 | 102 | $11.5M | $303,079 | $790,516 |
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 |
|---|---|---|---|---|
| FIRST HORIZONS ADVISORS, INC | Investment Advisor | $68,406 | — | $68,406 |
| TRANSAMERICA RETIREMENT SOLUTIONS | Recordkeeper | $53,159 | — | $53,159 |
| PRINCIPAL LIFE INSURANCE COMPANY | Recordkeeper | $29,418 | — | $29,418 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- TRANSAMERICA RETIREMENT SOLUTIONS — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $150,983
- Estimated Expense Ratio: 0.415% of plan assets
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 | $153,140 | — | $153,140 | — | — |
| 2023 | $52,483 | — | $52,483 | — | — |
| 2022 | $99,449 | — | $99,449 | — | — |