Plan Snapshot
- Plan Sponsor: Card-Monroe Corp.
- Sponsor EIN: 621111183
- Sponsor Address: 4841 ADAMS ROAD, HIXSON, TN, 37343
- Plan Type: 401(k)
- Total Participants: 243
- Total Assets: $20.9M
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 | 243 | $20.9M | $393,587 | $1.1M |
| 2023 | 165 | $19.7M | $301,760 | $873,302 |
| 2022 | 174 | $16.5M | $299,367 | $841,455 |
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 |
|---|---|---|---|---|
| HENDERSON HUTHERSON & MCCULLOUGH | 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 |
|---|---|---|---|---|---|
| 2024 | $52,502 | $27,331 | — | — | — |
| 2023 | $30,345 | $19,398 | — | — | — |
| 2022 | $47,087 | — | $47,087 | — | — |