Plan Snapshot
- Plan Sponsor: Elvis Presley Enterprises, INC.
- Sponsor EIN: 621113925
- Sponsor Address: 3734 ELVIS PRESLEY BLVD., MEMPHIS, TN, 38116
- Plan Type: 401(k)
- Total Participants: 393
- Total Assets: $15.2M
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 | 393 | $15.2M | $276,827 | $710,376 |
| 2023 | 491 | $14.0M | $251,259 | $602,336 |
| 2022 | 293 | $12.3M | $228,468 | $547,787 |
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 |
|---|---|---|---|---|
| REYNOLDS, BONE & GRIESBECK PLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- REYNOLDS, BONE & GRIESBECK PLC — 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 | $80,685 | $44,794 | $893 | — | — |
| 2023 | $73,661 | $38,857 | $1,120 | — | — |
| 2022 | $80,102 | — | — | — | — |