Plan Snapshot
- Plan Sponsor: I.C. Thomasson Associates, INC.
- Sponsor EIN: 620721262
- Sponsor Address: 2950 KRAFT DR STE 500, NASHVILLE, TN, 37204
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 252
- Total Assets: $43.4M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2023 | 252 | $43.4M | $1.1M | $1.7M |
| 2022 | 216 | $37.1M | $990,726 | $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 |
|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | Recordkeeper | $48,148 | — | $48,148 |
| M HOLDINGS SECURITIES INC | Investment Advisor | $18,294 | — | $18,294 |
| KRAFT CPAS | Auditor | $11,450 | — | $11,450 |
| STRATEGIC ADVISORS, INC. | Investment Advisor | $7,035 | — | $7,035 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FIDELITY INVESTMENTS INSTITUTIONAL — Recordkeeper
- STRATEGIC ADVISORS, INC. — Investment Advisor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $84,927
- Estimated Expense Ratio: 0.196% 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 |
|---|---|---|---|---|---|
| 2023 | $84,877 | $25,329 | — | $11,450 | — |
| 2022 | $92,469 | $10,494 | — | — | — |