Plan Snapshot
- Plan Sponsor: Fogelman Properties
- Sponsor EIN: 621773993
- Sponsor Address: 6060 POPLAR AVENUE, MEMPHIS, TN, 38119
- Plan Type: 401(k)
- Total Participants: 611
- Total Assets: $23.0M
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 | 611 | $23.0M | $497,079 | $1.9M |
| 2023 | 636 | $19.8M | $355,099 | $1.7M |
| 2022 | 580 | $17.2M | $303,468 | $1.5M |
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 |
|---|---|---|---|---|
| WATKINS UIBERALL, PLLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- WATKINS UIBERALL, PLLC — 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 | $140,102 | $42,215 | — | — | — |
| 2023 | $138,402 | $44,781 | — | — | — |
| 2022 | $136,940 | — | $43,858 | — | — |