Plan Snapshot
- Plan Sponsor: Jeffrey Chain, L.P.
- Sponsor EIN: 364064692
- Sponsor Address: 2307 MADEN DR, MORRISTOWN, TN, 378132821
- Plan Type: 401(k)
- Total Participants: 215
- Total Assets: $12.2M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 215 | $12.2M | $245,926 | $664,907 |
| 2023 | 187 | $11.6M | $212,544 | $608,038 |
| 2022 | 194 | $9.9M | $194,069 | $544,267 |
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 |
|---|---|---|---|---|
| COULTER & JUSTUS, P.C. | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $6,569 | — | $6,569 | — | — |
| 2023 | $7,646 | — | $7,646 | — | — |
| 2022 | $7,227 | — | $7,227 | — | — |