Plan Snapshot
- Plan Sponsor: Bonded Filter Co. LLC
- Sponsor EIN: 200415085
- Sponsor Address: ONE VANTAGE WAY, SUITE D-210, NASHVILLE, TN, 37228
- Plan Type: 401(k)
- Total Participants: 442
- Total Assets: $7.5M
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 | 442 | $7.5M | $88,483 | $655,207 |
| 2023 | 449 | $7.8M | $126,273 | $797,907 |
| 2022 | 707 | $6.9M | $92,271 | $633,908 |
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 |
|---|---|---|---|---|
| FRAZIER & DEETER CPAS & ADVISORS | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FRAZIER & DEETER CPAS & ADVISORS — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $73,334 | $30,886 | $36,535 | — | — |
| 2023 | $66,618 | $28,873 | $34,738 | — | — |
| 2022 | $71,024 | $26,288 | $41,586 | — | $3,150 |