Discovery Partners Investment Ctr 401(k) Plan

Form 5500 filing data for plan year 2025.

Plan Snapshot

  • Plan Sponsor: Discovery Partners Investment Ctr
  • Sponsor EIN: 680527407
  • Sponsor Address: 800 FIRST STREET, UNION CITY, TN, 38261
  • Plan Type: 401(k)
  • Total Participants: 13
  • Total Assets: $3.9M

Key Plan Design Features

  • Auto-Enrollment: Yes
  • Auto-Escalation: No
  • Allows Roth Contributions: No
  • Participant Loans: No
  • Participant-Directed Investments: No
  • ERISA Section 404(c) Fiduciary Safe Harbor: Yes

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
202513$3.9M$110,135$137,209
202411$4.8M$99,193$126,169
202311$4.4M$88,352$111,355
202211$3.6M$78,394$103,420

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