Plan Snapshot
- Plan Sponsor: Cupples J & J Company, INC.
- Sponsor EIN: 621074431
- Sponsor Address: 1063 WHITEHALL STREET, JACKSON, TN, 38301
- Plan Type: 401(k)
- Total Participants: 198
- Total Assets: $6.2M
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 | 198 | $6.2M | $0 | $124,781 |
| 2023 | 221 | $5.9M | $50,000 | $147,495 |
| 2022 | 232 | $5.0M | $50,000 | $136,628 |
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 | $71,607 | $42,819 | — | — | — |
| 2023 | $63,242 | — | — | — | — |
| 2022 | $71,255 | — | — | — | — |