Plan Snapshot
- Plan Sponsor: Citizens National Bank
- Sponsor EIN: 620883220
- Sponsor Address: 200 FORKS OF THE RIVER PARKWAY, SEVIERVILLE, TN, 37862
- Plan Type: 401(k)
- Total Participants: 210
- Total Assets: $24.6M
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 | 210 | $24.6M | $729,314 | $554,540 |
| 2023 | 219 | $21.6M | $517,332 | $698,726 |
| 2022 | 214 | $19.1M | $506,511 | $689,443 |
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 |
|---|---|---|---|---|
| MAULDIN & JENKINS LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MAULDIN & JENKINS LLC — 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 | $86,631 | — | $5,553 | — | — |
| 2023 | $77,631 | — | $35,363 | — | — |
| 2022 | $82,443 | — | $37,656 | — | $44,787 |