# Board Of Trustees Or The Noe Health Plan 401(k) Plan
Source: https://planprovider.pro/companies/board-of-trustees-or-the-noe-health-plan-720457387-501

> Board Of Trustees Or The Noe Health Plan's 401(k) plan: 707 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/meyer-unkovic-and-scott-llp) — ERISA Attorney

- [DANIELS, IRWIN & AYLOR CPAS](https://planprovider.pro/provider/daniels-irwin-and-aylor) — 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|

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