# Citizens Tri-County Bank 401(k) Plan
Source: https://planprovider.pro/companies/citizens-tri-county-bank-401k-plan

> Citizens Tri-County Bank's 401(k) plan: 346 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Citizens Tri-County Bank

- **Sponsor EIN:** 620875633

- **Sponsor Address:** 15699 RANKIN AVENUE NORTH, DUNLAP, TN, 37327

- **Plan Type:** 401(k)

- **Total Participants:** 346

- **Total Assets:** $24.8M

## 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|346|$24.8M|$911,904|$873,809|

| 2023|323|$22.3M|$869,307|$702,991|

| 2022|264|$19.6M|$813,824|$665,219|

## 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 UNITED LIFE INSURANCE CO|NONE|$1,978|$43,506|$45,484|

| PENSIONMARK FIN GROUP LLC|NONE|—|$45,384|$45,384|

| MAULDIN & JENKINS, LLC|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [MAULDIN & JENKINS, LLC](https://planprovider.pro/provider/mauldin-and-jenkins-llc) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $90,868

- **Estimated Expense Ratio:** 0.367% 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|$15,062|—|$15,062|—|—|

| 2023|$11,629|$10,498|$1,131|—|—|

| 2022|$11,304|$9,753|$1,551|—|—|

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