Plan Snapshot
- Plan Sponsor: Frost-Arnett Company
- Sponsor EIN: 620207550
- Sponsor Address: 2105 ELM HILL PIKE, NASHVILLE, TN, 37210
- Plan Type: 401(k)
- Total Participants: 313
- Total Assets: $9.1M
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 | 313 | $9.1M | $177,443 | $582,839 |
| 2023 | 288 | $8.2M | $166,539 | $608,174 |
| 2022 | 279 | $7.3M | $183,678 | $605,307 |
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 |
|---|---|---|---|---|
| APRIO LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- APRIO LLP — 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 | $43,824 | — | $43,824 | — | — |
| 2023 | $38,903 | — | $31,660 | — | — |
| 2022 | $28,471 | — | $26,051 | — | $2,420 |