Plan Snapshot
- Plan Sponsor: Daniel Coker Horton & Bell P.A.
- Sponsor EIN: 640653454
- Sponsor Address: 214 KEY DR., SUITE 2000, MADISON, MS, 39110
- Plan Type: 401(k)
- Total Participants: 42
- Total Assets: $39.0M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- 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 | 42 | $39.0M | $387,469 | $349,811 |
| 2023 | 54 | $37.0M | $486,977 | $383,489 |
| 2022 | 50 | $32.4M | $448,811 | $380,858 |
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 |
|---|---|---|---|---|
| TANN, BROWN & RUSS CO., PLLC | Auditor | — | — | $0 |
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 | $2,432,972 | — | $8,383 | — | — |
| 2023 | $938,811 | — | $16,444 | — | — |
| 2022 | $16,766 | — | — | — | $15,500 |