Plan Snapshot
- Plan Sponsor: Board Of Trustees Of The Noe Substance Abuse & Security Plan
- Sponsor EIN: 311634262
- Sponsor Address: P.O. BOX 1449, GOODLETTSVILLE, TN, 370701449
- Plan Type: Health & Welfare
- Plan Number: 502
- Total Participants: 702
- Total Assets: $269,316
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 702 | $269,316 | $44,072 | $0 |
| 2023 | 662 | $257,889 | $39,469 | $0 |
| 2022 | 233 | $237,794 | $45,596 | $0 |
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 |
|---|---|---|---|---|
| SELECT HIRE LLC | Other Service Provider | $10,259 | — | $10,259 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $10,259
- Estimated Expense Ratio: 3.809% 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 | $12,721 | — | — | $3,000 | — |
| 2023 | $12,952 | — | — | $3,500 | — |
| 2022 | $8,973 | — | $5,575 | — | $2,500 |