Plan Snapshot
- Plan Sponsor: Christian Academy Of Knoxville
- Sponsor EIN: 621006269
- Sponsor Address: 529 ACADEMY WAY, KNOXVILLE, TN, 37923
- Plan Type: 401(k)
- Total Participants: 207
- Total Assets: $5.4M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- 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. |
|---|---|---|---|---|
| 2024 | 207 | $5.4M | $142,757 | $292,114 |
| 2023 | 190 | $4.8M | $137,720 | $279,280 |
| 2022 | 170 | $4.0M | $124,891 | $251,033 |
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 |
|---|---|---|---|---|
| AMERICAN TRUST | RECORDKEEPER/TRUSTEE | $28,493 | — | $28,493 |
| RATHER & KITTRELL CAPITAL MGMT | INVESTMENT ADVISOR | $19,726 | — | $19,726 |
| TENNESSEE PENSION ADMINISTRATORS | TPA | $11,458 | — | $11,458 |
| LBMC, PC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- LBMC, PC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $59,677
- Estimated Expense Ratio: 1.114% 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 |
|---|---|---|---|---|---|
| 2024 | $61,873 | $61,873 | — | — | — |
| 2023 | $54,253 | $54,253 | — | — | — |
| 2022 | $63,017 | $63,017 | — | — | — |