# Earl Swensson Associates, INC. DC Plan
Source: https://planprovider.pro/companies/earl-swensson-associates-inc-plan-001

> Earl Swensson Associates, INC.'s DC plan: 198 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|—|—|—|—|

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