# Investment &amp; Retirement Advisors, LLC 401(k) Plan
Source: https://planprovider.pro/companies/investment-retirement-advisors-llc-401k-plan-001-8389

> Investment &amp; Retirement Advisors, LLC&#39;s 401(k) plan: 4 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Investment & Retirement Advisors, LLC

- **Sponsor EIN:** 260088389

- **Sponsor Address:** 215A CASTLEWOOD DRIVE, MURFREESBORO, TN, 37129

- **Plan Type:** 401(k)

- **Total Participants:** 4

- **Total Assets:** $1.1M

## 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.|

| 2024|4|$1.1M|$2,068|$5,169|

| 2023|5|$259,027|$71,188|$71,652|

| 2022|4|$79,455|$19,425|$61,295|

## Similar Plans

- [Bank Of Gleason](https://planprovider.pro/companies/bank-of-gleason-401k-plan) — 22 participants

- [Newport Federal Bank](https://planprovider.pro/companies/newport-federal-bank-401k-plan) — 36 participants

- [Security Bancorp, INC.](https://planprovider.pro/companies/security-bancorp-inc-plan) — 42 participants

- [Home Federal Bank Of Tennessee](https://planprovider.pro/companies/home-federal-bank-of-tennessee-plan-001) — 223 participants

- [Home Federal Bank Of Tennessee](https://planprovider.pro/companies/home-federal-bank-of-tennessee-401k-plan) — 365 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/investment-retirement-advisors-llc-401k-plan-001-8389)

&copy; 2026 PlanProvider.Pro
