Plan Snapshot
- Plan Sponsor: Functional Pathways Of Tennessee, LLC
- Sponsor EIN: 621632255
- Sponsor Address: 10133 SHERRILL BLVD, SUITE 200, KNOXVILLE, TN, 37932
- Plan Type: 401(k)
- Total Participants: 0
- Total Assets: $0
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 | 0 | $0 | $0 | $1.6M |
| 2023 | 2,178 | $18.8M | $85,681 | $2.1M |
| 2022 | 1,082 | $14.7M | $68,818 | $1.8M |
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 |
|---|---|---|---|---|
| COULTER & JUSTUS, PC | 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 | $72,208 | $16,667 | $55,541 | — | — |
| 2023 | $71,241 | $20,000 | $51,241 | — | — |
| 2022 | $70,229 | $20,000 | $50,229 | — | — |