# Builtwell Bancorp INC. 401(k) Plan
Source: https://planprovider.pro/companies/first-volunteer-corporation-401k-plan

> Builtwell Bancorp INC.'s 401(k) plan: 246 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Builtwell Bancorp INC.

- **Sponsor EIN:** 621104098

- **Sponsor Address:** 728 BROAD STREET, CHATTANOOGA, TN, 37402

- **Plan Type:** 401(k)

- **Total Participants:** 246

- **Total Assets:** $22.0M

## 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|246|$22.0M|$646,313|$1.2M|

| 2023|274|$19.8M|$642,266|$1.2M|

| 2022|268|$16.2M|$620,343|$1.0M|

## 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|

| MAULDIN & JENKINS LLC|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [MAULDIN & JENKINS LLC](https://planprovider.pro/provider/mauldin-and-jenkins-llc) — 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|$97,323|$15,421|$80,952|—|—|

| 2023|$84,058|$15,151|$68,057|—|—|

| 2022|$87,364|—|—|—|—|

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