Plan Snapshot
- Plan Sponsor: Fogelman Properties, LLC
- Sponsor EIN: 621773993
- Sponsor Address: 6060 POPLAR AVENUE, SUITE 200, MEMPHIS, TN, 38119
- Plan Type: 401(k)
- Plan Number: 565
- Total Participants: 456
- Total Assets: $3.8M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 456 | $3.8M | $4.0M | $1.2M |
| 2023 | 473 | $3.7M | $3.9M | $1.4M |
| 2022 | 435 | $2.7M | $3.7M | $1.3M |
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 |
|---|---|---|---|---|
| BLUE CROSS BLUE SHIELD OF TENNESSEE | Other Service Provider | $309,213 | $14,836 | $324,049 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $324,049
- Estimated Expense Ratio: 8.418% 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 |
|---|---|---|---|---|---|
| 2024 | $506,346 | $6,500 | $499,846 | — | — |
| 2023 | $491,654 | — | $491,654 | — | — |
| 2022 | $483,142 | — | $471,250 | — | $11,892 |