Plan Snapshot
- Plan Sponsor: Dealers Warehouse Corporation
- Sponsor EIN: 620450541
- Sponsor Address: 7580 THUNDER LANE, POWELL, TN, 37849
- Plan Type: 401(k)
- Total Participants: 216
- Total Assets: $20.0M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: Yes
- 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 | 216 | $20.0M | $489,847 | $687,932 |
| 2023 | 213 | $17.3M | $445,402 | $556,076 |
| 2022 | 187 | $15.3M | $579,057 | $516,635 |
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 |
|---|---|---|---|---|
| RATHER & KITTRELL CAPITAL MGT | INVESTMENT ADVISOR | $41,401 | — | $41,401 |
| TENNESSEE PENSION ADMINISTRATORS | CONTRACT ADMIN | $20,269 | — | $20,269 |
| UNIFIED TRUST COMPANY | RECORDKEEPER | $14,918 | — | $14,918 |
| PUGH & COMPANY, P.C. | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- RATHER & KITTRELL CAPITAL MGT — INVESTMENT ADVISOR
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $76,588
- Estimated Expense Ratio: 0.382% 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 | $76,588 | $41,401 | $20,269 | — | — |
| 2023 | $53,106 | $35,384 | $8,653 | — | — |
| 2022 | $84,389 | $13,969 | $51,338 | — | $19,082 |