Plan Snapshot
- Plan Sponsor: Commercial Bank & Trust Company
- Sponsor EIN: 620167630
- Sponsor Address: P.O. BOX 1000, PARIS, TN, 382421000
- Plan Type: 401(k)
- Total Participants: 204
- Total Assets: $26.6M
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. |
|---|---|---|---|---|
| 2024 | 204 | $26.6M | $515,149 | $1.1M |
| 2023 | 199 | $23.5M | $527,407 | $1.0M |
| 2022 | 212 | $21.8M | $456,927 | $830,333 |
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 |
|---|---|---|---|---|
| ATA, PC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ATA, PC — 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 | $36,316 | — | $36,316 | — | — |
| 2023 | $20,497 | — | $20,497 | — | — |
| 2022 | $26,382 | — | $26,382 | — | — |