Plan Snapshot
- Plan Sponsor: Eagle Distributing Company
- Sponsor EIN: 621153033
- Sponsor Address: 310 RADFORD PLACE, KNOXVILLE, TN, 37917
- Plan Type: 401(k)
- Total Participants: 335
- Total Assets: $12.0M
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 | 335 | $12.0M | $267,317 | $546,332 |
| 2023 | 336 | $13.2M | $300,982 | $518,280 |
| 2022 | 395 | $11.6M | $292,520 | $477,709 |
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 |
|---|---|---|---|---|
| VANCE CPA LLC | 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 | $65,931 | $24,463 | — | — | — |
| 2023 | $52,519 | $6,146 | — | — | — |
| 2022 | $74,735 | — | — | — | $74,735 |