Plan Snapshot
- Plan Sponsor: Earl Swensson Associates, INC.
- Sponsor EIN: 620897652
- Sponsor Address: 1033 DEMONBRUEN STREET SUITE 800, NASHVILLE, TN, 372034461
- Plan Type: DC
- Total Participants: 198
- Total Assets: $87.9M
Key Plan Design Features
- Auto-Enrollment: No
- 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 | 198 | $87.9M | $3.1M | $2.1M |
| 2023 | 192 | $76.2M | $3.0M | $2.1M |
| 2022 | 184 | $71.2M | $2.6M | $1.9M |
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 |
|---|---|---|---|---|
| MULLINS CLEMMONS & MAYES, 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 | $11,959 | — | $11,459 | — | — |
| 2023 | $11,154 | — | $11,004 | — | — |
| 2022 | $11,490 | — | — | — | — |