Plan Snapshot
- Plan Sponsor: Cheekwood Botanical Garden And Museum Of Art
- Sponsor EIN: 620627921
- Sponsor Address: 1200 FORREST PARK DRIVE, NASHVILLE, TN, 37205
- Plan Type: 403(b)
- Total Participants: 209
- Total Assets: $5.7M
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 | 209 | $5.7M | $177,122 | $349,919 |
| 2023 | 198 | $4.3M | $145,938 | $263,363 |
| 2022 | 184 | $3.4M | $123,858 | $230,621 |
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 |
|---|---|---|---|---|
| BAKER TILLY US, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BAKER TILLY US, LLP — 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 | $32,923 | — | — | — | — |
| 2023 | $28,102 | — | — | — | — |
| 2022 | $22,577 | $22,577 | — | — | — |