Plan Snapshot
- Plan Sponsor: Helen Ross Mcnabb Center, INC.
- Sponsor EIN: 620548914
- Sponsor Address: 200 TECH CENTER DRIVE, KNOXVILLE, TN, 37912
- Plan Type: DC
- Total Participants: 1,159
- Total Assets: $69.0M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 1,159 | $69.0M | $0 | $0 |
| 2023 | 1,031 | $57.1M | $0 | $0 |
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 |
|---|---|---|---|---|
| PUGH & COMPANY | 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 | $99,224 | — | $42,613 | — | — |
| 2023 | $94,492 | — | $28,311 | — | $66,181 |