Plan Snapshot
- Plan Sponsor: Fairfield Glade Community Club
- Sponsor EIN: 710425507
- Sponsor Address: PO BOX 2000, FAIRFIELD GLADE, TN, 385582000
- Plan Type: 401(k)
- Total Participants: 374
- Total Assets: $9.2M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 374 | $9.2M | $173,204 | $484,753 |
| 2023 | 351 | $9.0M | $180,336 | $477,369 |
| 2022 | 410 | $8.1M | $159,973 | $411,901 |
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 |
|---|---|---|---|---|
| TRANSAMERICA LIFE INSURANCE CO | RECORDKEEPER | $21,196 | — | $21,196 |
| PRINCIPAL LIFE INSURANCE COMPANY | CONTRACT ADMINISTRATOR | $14,925 | — | $14,925 |
| WITT FINANCIAL GROUP LLC | INVESTMENT ADVISORY | $12,039 | — | $12,039 |
| COULTER & JUSTUS, P.C. | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- TRANSAMERICA LIFE INSURANCE CO — RECORDKEEPER
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $48,160
- Estimated Expense Ratio: 0.526% of plan assets
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 | $56,794 | — | $56,794 | — | — |
| 2023 | $4,181 | — | $4,181 | — | — |
| 2022 | $3,589 | — | $3,589 | — | — |