Plan Snapshot
- Plan Sponsor: Endocrinology Consultants Of East Tennessee, PLLC
- Sponsor EIN: 621335904
- Sponsor Address: 1450 DOWELL SPRINGS BLVD., KNOXVILLE, TN, 37909
- Plan Type: 401(k)
- Total Participants: 127
- Total Assets: $20.4M
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 | 127 | $20.4M | $699,254 | $712,446 |
| 2023 | 101 | $19.0M | $625,881 | $656,531 |
| 2022 | 87 | $15.5M | $666,287 | $569,650 |
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 |
|---|---|---|---|---|
| LBMC, PC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- LBMC, PC — 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 | -$6,359 | $323 | — | — | — |
| 2023 | $2,106 | — | — | — | — |
| 2022 | $11,169 | — | — | — | — |