Plan Snapshot
- Plan Sponsor: Huskey Truss & Building Supply, INC.
- Sponsor EIN: 621538014
- Sponsor Address: 424 LEWISBURG PIKE, FRANKLIN, TN, 37064
- Plan Type: 401(k)
- Total Participants: 323
- Total Assets: $10.9M
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 | 323 | $10.9M | $367,789 | $698,373 |
| 2023 | 237 | $9.5M | $362,976 | $666,678 |
| 2022 | 209 | $7.8M | $464,883 | $701,732 |
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 |
|---|---|---|---|---|
| UBS FINANCIAL SERVICES INC | Investment Advisor | $29,850 | — | $29,850 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- UBS FINANCIAL SERVICES INC — Investment Advisor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $29,850
- Estimated Expense Ratio: 0.273% 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 | $29,900 | $29,850 | — | — | — |
| 2023 | $24,998 | $24,898 | — | — | — |
| 2022 | $24,438 | — | — | — | — |