Plan Snapshot
- Plan Sponsor: East Tennessee Children'S Hospital Association, INC.
- Sponsor EIN: 626002604
- Sponsor Address: 2018 CLINCH AVENUE, KNOXVILLE, TN, 37916
- Plan Type: 403(b)
- Total Participants: 2,124
- Total Assets: $106.5M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- 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 | 2,124 | $106.5M | $3.1M | $8.7M |
| 2023 | 2,101 | $93.5M | $2.9M | $8.2M |
| 2022 | 1,963 | $80.1M | $2.2M | $6.9M |
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 |
|---|---|---|---|---|
| PERSHING, YOAKLEY & AMP, ASSOCIATES | 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 | $169,628 | — | — | — | — |
| 2023 | $200,489 | $193,713 | — | — | — |
| 2022 | $176,668 | — | $154,956 | — | $21,712 |