Plan Snapshot
- Plan Sponsor: Ghertner & Company
- Sponsor EIN: 620990117
- Sponsor Address: 50 VANTAGE WAY, SUITE 100, NASHVILLE, TN, 37228
- Plan Type: 401(k)
- Total Participants: 191
- Total Assets: $7.5M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 191 | $7.5M | $73,723 | $615,198 |
| 2023 | 165 | $7.9M | $70,659 | $631,998 |
| 2022 | 166 | $7.0M | $66,696 | $638,047 |
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 |
|---|---|---|---|---|
| LBMC PC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- LBMC PC — 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 | $60,702 | — | $60,702 | — | — |
| 2023 | $75,991 | $72,466 | $3,525 | — | — |
| 2022 | $72,235 | — | $3,080 | — | — |