Plan Snapshot
- Plan Sponsor: Bone And Joint Institute Of Tennessee INC.
- Sponsor EIN: 822418202
- Sponsor Address: 4323 CAROTHERS PKWY STE 201, FRANKLIN, TN, 37067
- Plan Type: 403(b)
- Total Participants: 298
- Total Assets: $9.1M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- 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 | 298 | $9.1M | $521,463 | $870,864 |
| 2023 | 306 | $6.9M | $490,287 | $752,566 |
| 2022 | 253 | $4.9M | $464,368 | $692,764 |
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 |
|---|---|---|---|---|
| LBMC PC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- LBMC PC — 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 | $988 | — | $988 | — | — |
| 2023 | $633 | — | $633 | — | — |
| 2022 | $1,057 | — | $1,057 | — | — |