Plan Snapshot
- Plan Sponsor: Boe-Tel Tn Company, LLC
- Sponsor EIN: 205530782
- Sponsor Address: 2948 FOSTER CREIGHTON DRIVE, NASHVILLE, TN, 37204
- Plan Type: 401(k)
- Total Participants: 98
- Total Assets: $6.8M
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 | 98 | $6.8M | $229,687 | $389,856 |
| 2023 | 90 | $5.6M | $232,300 | $394,998 |
| 2022 | 94 | $4.4M | $272,415 | $383,180 |
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 |
|---|---|---|---|---|
| RAYMOND JAMES FSA INC | Investment Advisor | $25,065 | — | $25,065 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- RAYMOND JAMES FSA INC — Investment Advisor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $25,065
- Estimated Expense Ratio: 0.367% 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 | $61,227 | $28,198 | $30,749 | — | — |
| 2023 | $27,426 | $13,563 | $12,448 | — | — |
| 2022 | $2,230 | — | $1,470 | — | $760 |