# Campbell, Cunningham, & Taylor P.C. 401(k) Plan
Source: https://planprovider.pro/companies/campbell-cunningham-taylor-p-c-plan

> Campbell, Cunningham, & Taylor P.C.'s 401(k) plan: 115 participants, plan year 2023 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2023.

## 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|

| COULTER & JUSTUS, P.C.|Auditor|—|—|$0|

## 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|

| 2023|$26,701|$19,004|—|—|—|

| 2022|$26,870|—|$26,870|—|—|

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