Plan Snapshot
- Plan Sponsor: Jarrett Builders, INC
- Sponsor EIN: 621689424
- Sponsor Address: 1106 LEBANON PIKE, NASHVILLE, TN, 37210
- Plan Type: 401(k)
- Total Participants: 275
- Total Assets: $2.6M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 275 | $2.6M | $358,140 | $617,793 |
| 2023 | 252 | $1.6M | $356,607 | $582,414 |
| 2022 | 204 | $562,215 | $196,181 | $343,099 |
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 |
|---|---|---|---|---|
| TRANSAMERICA RETIREMENT SOLUTIONS, | Recordkeeper | $18,039 | — | $18,039 |
| FUTUREPLAN FIDUCIARY SERVICES, LLC | Recordkeeper | $11,533 | — | $11,533 |
| WELLS FARGO ADVISORS LLC | Investment Advisor | $10,513 | — | $10,513 |
| KENDRA G MELNYK CPA | Auditor | $6,125 | — | $6,125 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- TRANSAMERICA RETIREMENT SOLUTIONS, — Recordkeeper
- FUTUREPLAN FIDUCIARY SERVICES, LLC — Recordkeeper
- KENDRA G MELNYK CPA — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $46,210
- Estimated Expense Ratio: 1.797% 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 | $47,267 | — | $47,267 | — | — |
| 2023 | $36,789 | — | $36,789 | — | — |
| 2022 | $9,817 | — | $9,817 | — | — |