Plan Snapshot
- Plan Sponsor: Gresham Smith
- Sponsor EIN: 620794126
- Sponsor Address: 222 SECOND AVE., S, STE 1400, NASHVILLE, TN, 372012308
- Plan Type: 401(k)
- Total Participants: 1,211
- Total Assets: $224.7M
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 | 1,211 | $224.7M | $6.2M | $11.7M |
| 2023 | 1,123 | $187.1M | $5.8M | $10.3M |
| 2022 | 1,138 | $160.3M | $4.6M | $9.0M |
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 | $14,500 | — | $14,500 |
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: $14,500
- Estimated Expense Ratio: 0.006% of plan assets
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 | $246,440 | $75,228 | — | $14,500 | — |
| 2023 | $257,912 | $75,000 | — | $13,500 | — |
| 2022 | $250,287 | $75,000 | $161,787 | — | $13,500 |