Plan Snapshot
- Plan Sponsor: Cumberland Heights Foundation, INC.
- Sponsor EIN: 626050684
- Sponsor Address: 8283 RIVER ROAD PIKE, NASHVILLE, TN, 37209
- Plan Type: 401(k)
- Total Participants: 364
- Total Assets: $14.8M
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 | 364 | $14.8M | $586,101 | $927,289 |
| 2023 | 343 | $12.3M | $494,114 | $822,394 |
| 2022 | 315 | $10.8M | $477,044 | $783,506 |
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 |
|---|---|---|---|---|
| LBMC, PC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- LBMC, 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 | $4,181 | — | — | — | — |
| 2023 | $4,113 | — | — | — | — |
| 2022 | $4,438 | — | $4,438 | — | — |