Plan Snapshot
- Plan Sponsor: First National Bank Of Pulaski
- Sponsor EIN: 620339305
- Sponsor Address: P.O. BOX 289, PULASKI, TN, 38478
- Plan Type: DC
- Plan Number: 001
- Total Participants: 243
- Total Assets: $44.8M
Key Plan Design Features
- Auto-Enrollment: No
- 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. |
|---|---|---|---|---|
| 2025 | 243 | $44.8M | $0 | $0 |
| 2024 | 146 | $39.5M | $1.5M | $0 |
| 2023 | 143 | $35.3M | $1.4M | $0 |
| 2022 | 142 | $30.9M | $1.3M | $0 |
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 |
|---|---|---|---|---|
| RAYMOND JAMES FSA, INC. | Other Service Provider | $63,455 | — | $63,455 |
| JULY BUSINESS SERVICES, LLC | Other Service Provider | $29,077 | — | $29,077 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $92,532
- Estimated Expense Ratio: 0.207% 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 |
|---|---|---|---|---|---|
| 2025 | $2,164,220 | $63,455 | $58,449 | — | — |
| 2024 | $145,990 | $63,398 | $52,969 | — | — |
| 2023 | $127,043 | $55,091 | $46,083 | — | — |
| 2022 | $125,989 | $53,359 | $47,571 | — | — |