Plan Snapshot
- Plan Sponsor: Banc Card Of America, INC
- Sponsor EIN: 621830337
- Sponsor Address: 7347 CHARLOTTE PIKE, NASHVILLE, TN, 37209
- Plan Type: 401(k)
- Total Participants: 182
- Total Assets: $17.2M
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 | 182 | $17.2M | $1.1M | $1.4M |
| 2023 | 180 | $13.0M | $986,028 | $1.3M |
| 2022 | 157 | $9.2M | $812,326 | $999,543 |
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 — 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 | $76,112 | $36,542 | $38,580 | — | — |
| 2023 | $53,552 | $25,624 | $27,268 | — | — |
| 2022 | $68,380 | $47,848 | $500 | — | — |