Plan Snapshot
- Plan Sponsor: Dunavant Enterprises, INC.
- Sponsor EIN: 620852601
- Sponsor Address: 959 RIDGEWAY LOOP ROAD, MEMPHIS, TN, 38120
- Plan Type: 401(k)
- Total Participants: 193
- Total Assets: $32.4M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 193 | $32.4M | $496,002 | $1.1M |
| 2023 | 150 | $28.6M | $441,920 | $970,791 |
| 2022 | 126 | $25.2M | $385,980 | $851,088 |
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 |
|---|---|---|---|---|
| FORVIS MAZARS, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FORVIS MAZARS, LLP — 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 | $40,613 | $6,645 | $33,968 | — | — |
| 2023 | $33,424 | $25,670 | $7,754 | — | — |
| 2022 | $33,562 | — | $33,562 | — | — |