Plan Snapshot
- Plan Sponsor: Board Of Trustees Or The Noe Health Plan
- Sponsor EIN: 720457387
- Sponsor Address: P.O. BOX 1449, GOODLETTSVILLE, TN, 370701449
- Plan Type: 401(k)
- Plan Number: 501
- Total Participants: 707
- Total Assets: $23.4M
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 | 707 | $23.4M | $7.9M | $232,149 |
| 2023 | 679 | $21.9M | $7.2M | $260,669 |
| 2022 | 652 | $19.5M | $7.6M | $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 |
|---|---|---|---|---|
| SOUTHERN BENEFIT ADMINISTRATORS | Other Service Provider | $323,700 | — | $323,700 |
| UNITED HEALTHCARE | Other Service Provider | $240,129 | — | $240,129 |
| REGIONS BANK | Other Service Provider | $51,557 | — | $51,557 |
| MORGAN LEWIS & BOCKIUS LLP | ERISA Attorney | $46,919 | — | $46,919 |
| DANIELS, IRWIN & AYLOR CPAS | Auditor | $21,175 | — | $21,175 |
| VIVEKA HEALTH | Other Service Provider | $16,898 | — | $16,898 |
| UNITED ACTUARIAL SERVICES | Other Service Provider | $7,313 | — | $7,313 |
| EMPATHIA, INC. | Other Service Provider | $5,587 | — | $5,587 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MORGAN LEWIS & BOCKIUS LLP — ERISA Attorney
- DANIELS, IRWIN & AYLOR CPAS — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $713,278
- Estimated Expense Ratio: 3.050% 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 | $850,163 | $54,557 | $288,000 | $21,175 | — |
| 2023 | $796,077 | $50,151 | $274,470 | $20,456 | — |
| 2022 | $806,256 | $44,606 | $469,495 | — | $108,262 |