# Fogelman Properties, LLC 401(k) Plan
Source: https://planprovider.pro/companies/fogelman-properties-llc-621773993-565

> Fogelman Properties, LLC's 401(k) plan: 456 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

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