Plan Snapshot
- Plan Sponsor: Blackburn, Childers & Steagall, PLC
- Sponsor EIN: 620647474
- Sponsor Address: 801B SUNSET DRIVE, JOHNSON CITY, TN, 37604
- Plan Type: 401(k)
- Total Participants: 130
- Total Assets: $19.3M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 130 | $19.3M | $412,202 | $919,501 |
| 2023 | 130 | $16.4M | $393,250 | $872,807 |
| 2022 | 123 | $13.5M | $379,089 | $861,463 |
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 |
|---|---|---|---|---|
| BCS WEALTH MANAGEMENT LLC | ADVISOR,INVESTMENT ADV | $44,562 | — | $44,562 |
| PURSHE KAPLAN STERLING INV | ADVISOR | $16,615 | — | $16,615 |
| SMITH ELLIOTT KEARNS & COMPANY, LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- PURSHE KAPLAN STERLING INV — ADVISOR
- SMITH ELLIOTT KEARNS & COMPANY, LLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $61,177
- Estimated Expense Ratio: 0.318% 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 | $62,686 | $61,177 | — | — | — |
| 2023 | $19,388 | $13,638 | — | $4,300 | — |
| 2022 | $11,475 | — | — | — | — |