Plan Snapshot
- Plan Sponsor: Cellular Sales Of Knoxville, INC.
- Sponsor EIN: 621519339
- Sponsor Address: 9040 EXECUTIVE PARK DRIVE, KNOXVILLE, TN, 37923
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 4,879
- Total Assets: $111.7M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2025 | 4,879 | $111.7M | $0 | $0 |
| 2024 | 4,589 | $90.7M | $2.6M | $9.3M |
| 2023 | 4,568 | $72.8M | $2.5M | $8.8M |
| 2022 | 4,594 | $54.1M | $2.5M | $9.0M |
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 |
|---|---|---|---|---|
| RAYMOND JAMES & ASSOCIATES, INC. | Investment Advisor | $186,303 | — | $186,303 |
| TENNESSEE PENSION ADMINISTRATORS | Other Service Provider | $31,059 | — | $31,059 |
| CAPITAL GROUP RETIREMENT PLAN SRVS | Recordkeeper | $14,464 | — | $14,464 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $231,826
- Estimated Expense Ratio: 0.207% 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 |
|---|---|---|---|---|---|
| 2025 | $9,246,422 | $186,303 | $31,059 | — | — |
| 2024 | $202,069 | $149,622 | $35,753 | — | — |
| 2023 | $150,921 | $113,973 | $24,748 | — | — |
| 2022 | $140,786 | $104,590 | $24,371 | — | $11,825 |