# Banc Card Of America, INC 401(k) Plan
Source: https://planprovider.pro/companies/banc-card-of-america-inc-401k-plan

> Banc Card Of America, INC's 401(k) plan: 182 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

| NORTHWESTERN MUTUAL WEALTH|INVESTMENT ADVISOR|$36,542|—|$36,542|

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

### Verified Provider Profiles

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

- [NORTHWESTERN MUTUAL WEALTH](https://planprovider.pro/provider/northwestern-mutual) — INVESTMENT ADVISOR

- [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:** $36,542

- **Estimated Expense Ratio:** 0.213% 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|$76,112|$36,542|$38,580|—|—|

| 2023|$53,552|$25,624|$27,268|—|—|

| 2022|$68,380|$47,848|$500|—|—|

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