Plan Snapshot
- Plan Sponsor: Florence Crittenton Agency
- Sponsor EIN: 626044288
- Sponsor Address: 1531 DICK LONAS RD, KNOXVILLE, TN, 379091259
- Plan Type: 401(k)
- Total Participants: 47
- Total Assets: $2.5M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 47 | $2.5M | $91,630 | $132,512 |
| 2023 | 39 | $2.5M | $78,165 | $109,530 |
| 2022 | 43 | $2.3M | $76,339 | $107,060 |
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 |
|---|---|---|---|---|
| PUGH & COMPANY | 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 | $1,266 | — | — | — | — |
| 2023 | $274 | — | — | — | — |
| 2022 | $611 | — | — | — | — |