Plan Snapshot
- Plan Sponsor: Campbell, Cunningham, & Taylor P.C.
- Sponsor EIN: 620849027
- Sponsor Address: 1124 E. WEISGARBER ROAD SUITE 100, KNOXVILLE, TN, 37909
- Plan Type: 401(k)
- Total Participants: 115
- Total Assets: $11.8M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2023 | 115 | $11.8M | $223,683 | $415,408 |
| 2022 | 99 | $11.3M | $211,752 | $390,878 |
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 |
|---|---|---|---|---|
| FIRST HORIZON ADVISORS INC | Investment Advisor | $38,008 | — | $38,008 |
| ONEDIGITAL INVESTMENT ADVISORS LLC | Investment Advisor | $12,124 | — | $12,124 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ONEDIGITAL INVESTMENT ADVISORS LLC — Investment Advisor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $50,132
- Estimated Expense Ratio: 0.423% 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 |
|---|---|---|---|---|---|
| 2023 | $26,701 | $19,004 | — | — | — |
| 2022 | $26,870 | — | $26,870 | — | — |