Plan Snapshot
- Plan Sponsor: Exchange Club-Carl Perkins Center
- Sponsor EIN: 621123112
- Sponsor Address: 213 CHEYENNE DRIVE, JACKSON, TN, 38305
- Plan Type: 403(b)
- Total Participants: 66
- Total Assets: $3.8M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- 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. |
|---|
| 2025 | 66 | $3.8M | $141,806 | $125,378 |
| 2024 | 66 | $3.8M | $141,806 | $125,378 |
| 2023 | 67 | $3.3M | $115,462 | $122,471 |
| 2022 | 71 | $2.8M | $76,329 | $120,354 |