Plan Snapshot
- Plan Sponsor: Knoxville Milling Company LLC
- Sponsor EIN: 621587550
- Sponsor Address: 2201 BROADWAY, SAN ANTONIO, TX, 78215
- Plan Type: DB
- Plan Number: 001
- Total Participants: 0
- Total Assets: $6.6M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 0 | $6.6M | $0 | $0 |
| 2023 | 2 | $7.9M | $0 | $0 |
| 2022 | 2 | $8.3M | $0 | $0 |
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 |
|---|---|---|---|---|
| WILLIS TOWERS WATSON US LLC | Recordkeeper | $357,226 | — | $357,226 |
| OGLETREE,DEAKINS,NASH,SMOAK&STEWART | Other Service Provider | $28,980 | — | $28,980 |
| FORVIS MAZARS, LLP | Other Service Provider | $8,400 | — | $8,400 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- WILLIS TOWERS WATSON US LLC — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $394,606
- Estimated Expense Ratio: 6.021% 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 | $443,666 | — | — | $8,400 | — |
| 2023 | $291,042 | — | — | $45,675 | — |
| 2022 | $210,501 | $5,465 | — | — | $189,460 |