Plan Snapshot
- Plan Sponsor: Country Music Foundation, INC.
- Sponsor EIN: 620753887
- Sponsor Address: 222 REP JOHN LEWIS WAY S, NASHVILLE, TN, 37203
- Plan Type: 401(k)
- Total Participants: 363
- Total Assets: $15.3M
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 | 363 | $15.3M | $242,762 | $795,654 |
| 2023 | 311 | $13.9M | $213,565 | $686,080 |
| 2022 | 276 | $11.3M | $121,444 | $585,440 |
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 |
|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | Recordkeeper | $36,142 | — | $36,142 |
| ONEDIGITAL INVESTMENT ADVISORS LLC | Investment Advisor | $23,313 | — | $23,313 |
| EMPOWER ADVISORY GROUP, LLC | Investment Advisor | $6,647 | — | $6,647 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ONEDIGITAL INVESTMENT ADVISORS LLC — Investment Advisor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $66,102
- Estimated Expense Ratio: 0.432% 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 | $66,102 | $29,960 | — | — | — |
| 2023 | $54,947 | $24,479 | — | — | — |
| 2022 | $52,521 | — | $52,521 | — | — |