Plan Snapshot
- Plan Sponsor: Gish, Sherwood & Friends, INC.
- Sponsor EIN: 621032086
- Sponsor Address: 209 10TH AVENUE SOUTH, NASHVILLE, TN, 37203
- Plan Type: 401(k)
- Total Participants: 71
- Total Assets: $9.8M
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 | 71 | $9.8M | $156,583 | $492,960 |
| 2023 | 78 | $8.8M | $0 | $531,880 |
| 2022 | 88 | $7.4M | $6,092 | $621,158 |
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 |
|---|---|---|---|---|
| CHERRY BEKAERT | 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 | $7,200 | — | — | — | — |
| 2023 | $125 | — | — | — | — |
| 2022 | $175 | — | — | — | $175 |