# Bass, Berry & Sims 401(k) Plan
Source: https://planprovider.pro/companies/bass-berry-sims-401k-plan

> Bass, Berry & Sims's 401(k) plan: 528 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Bass, Berry & Sims

- **Sponsor EIN:** 620125540

- **Sponsor Address:** 150 THIRD AVENUE S, SUITE 2800, NASHVILLE, TN, 37201

- **Plan Type:** 401(k)

- **Total Participants:** 528

- **Total Assets:** $355.4M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** Yes

- **Participant Loans:** Yes

- **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|528|$355.4M|$10.8M|$9.3M|

| 2023|535|$320.6M|$9.7M|$8.9M|

| 2022|543|$255.5M|$9.0M|$7.9M|

## 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|

| PRINCIPAL LIFE INSURANCE COMPANY|CONTRACT ADMINISTRATOR|$57,156|—|$57,156|

| DELTA ASSET MANAGEMENT LLC|INV ADV, PARTICIPANTS|$9,817|—|$9,817|

| CARR RIGGS & INGRAM, LLC|Auditor|—|—|$0|

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $66,973

- **Estimated Expense Ratio:** 0.019% 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|$68,587|—|$58,770|—|—|

| 2023|$163,492|—|$163,492|—|—|

| 2022|$155,469|—|$151,238|—|—|

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