Plan Snapshot
- Plan Sponsor: Complete Holdings Group, INC.
- Sponsor EIN: 621811667
- Sponsor Address: 4057 RURAL PLAINS CIRCLE, FRANKLIN, TN, 37064
- Plan Type: 401(k)
- Total Participants: 819
- Total Assets: $16.0M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 819 | $16.0M | $963,066 | $2.0M |
| 2023 | 896 | $11.3M | $890,739 | $1.7M |
| 2022 | 437 | $6.2M | $540,733 | $944,921 |
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 |
|---|---|---|---|---|
| JOHN HANCOCK USA | RETAINED BY EMPLOYER | $51,923 | — | $51,923 |
| HARBOR INVESTMENT ADVISORY | RETAINED BY EMPLOYER | $24,766 | — | $24,766 |
| LBMC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- JOHN HANCOCK USA — RETAINED BY EMPLOYER
- LBMC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $76,689
- Estimated Expense Ratio: 0.479% 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 | $76,689 | $24,850 | $51,839 | — | — |
| 2023 | $55,463 | $1,307 | $49,856 | — | — |
| 2022 | $2,625 | $2,625 | — | — | — |