Plan Snapshot
- Plan Sponsor: John W. Mcdougall Co. , INC.
- Sponsor EIN: 620435228
- Sponsor Address: 3731 AMY LYNN DRIVE, NASHVILLE, TN, 37218
- Plan Type: 401(k)
- Total Participants: 186
- Total Assets: $8.8M
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 | 186 | $8.8M | $476,679 | $618,163 |
| 2023 | 217 | $11.4M | $557,410 | $748,385 |
| 2022 | 212 | $9.5M | $518,350 | $739,354 |
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 |
|---|---|---|---|---|
| DEMPSEY VANTREASE & HOLLIS PLLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- DEMPSEY VANTREASE & HOLLIS PLLC — Auditor
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 | $47,841 | — | $46,941 | — | — |
| 2023 | $65,093 | — | $44,398 | — | — |
| 2022 | $63,303 | — | — | — | — |