Plan Snapshot
- Plan Sponsor: Bath Fitter Tennessee, INC.
- Sponsor EIN: 621811549
- Sponsor Address: 102 EVERGREEN DRIVE, SPRINGFIELD, TN, 37172
- Plan Type: 401(k)
- Total Participants: 535
- Total Assets: $27.4M
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 | 535 | $27.4M | $1.1M | $2.1M |
| 2023 | 584 | $23.4M | $1.1M | $2.0M |
| 2022 | 558 | $18.6M | $1.1M | $2.0M |
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 |
|---|---|---|---|---|
| GALLAGHER FLYNN & COMPANY | Auditor | — | — | $0 |
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 | $167,188 | $50,972 | $116,216 | — | — |
| 2023 | $155,527 | $52,126 | $103,401 | — | — |
| 2022 | $138,174 | $45,713 | $92,461 | — | — |