Plan Snapshot
- Plan Sponsor: First National Bank Of Tennessee
- Sponsor EIN: 620727200
- Sponsor Address: PO BOX 379, LIVINGSTON, TN, 38570
- Plan Type: 401(k)
- Total Participants: 157
- Total Assets: $30.4M
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 | 157 | $30.4M | $696,237 | $1.1M |
| 2023 | 148 | $26.8M | $664,130 | $984,112 |
| 2022 | 151 | $23.0M | $599,422 | $925,937 |
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 |
|---|---|---|---|---|
| BARDON & BRACKMAN CPAS | Auditor | — | — | $0 |
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 | $1,790 | — | — | — | — |
| 2023 | $1,054 | — | — | — | — |
| 2022 | $1,000 | — | $1,000 | — | — |