Plan Snapshot
- Plan Sponsor: Holston Gases, INC.
- Sponsor EIN: 620598088
- Sponsor Address: 545 W. BAXTER AVENUE, KNOXVILLE, TN, 37921
- Plan Type: 401(k)
- Total Participants: 426
- Total Assets: $31.1M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 426 | $31.1M | $1.1M | $2.3M |
| 2023 | 356 | $23.5M | $931,954 | $1.9M |
| 2022 | 365 | $18.3M | $772,834 | $1.6M |
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 |
|---|---|---|---|---|
| MOON CAPITAL MANAGEMENT, LLC | Investment Advisor | $183,372 | — | $183,372 |
| SVRPC, INC. | Recordkeeper | $18,825 | — | $18,825 |
| COWEN AND COMPANY, LLC | Investment Advisor | $8,967 | — | $8,967 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $211,164
- Estimated Expense Ratio: 0.678% 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 | $209,511 | $184,404 | $25,107 | — | — |
| 2023 | $158,243 | $135,012 | $23,231 | — | — |
| 2022 | $148,875 | $131,925 | — | — | $16,950 |