Plan Snapshot
- Plan Sponsor: Generations-Gaither, INC.
- Sponsor EIN: 621797872
- Sponsor Address: 406 NORTH SPRING STREET, MCMINNVILLE, TN, 37110
- Plan Type: 401(k)
- Total Participants: 260
- Total Assets: $1.6M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 260 | $1.6M | $245,481 | $308,792 |
| 2023 | 252 | $959,634 | $245,996 | $296,079 |
| 2022 | 216 | $381,225 | $176,556 | $215,338 |
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 |
|---|---|---|---|---|
| JASON UNDERWOOD CPA, PLLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- JASON UNDERWOOD CPA, 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 | $21,747 | $21,747 | — | — | — |
| 2023 | $15,381 | $15,381 | — | — | — |
| 2022 | $6,378 | $6,378 | — | — | — |