Plan Snapshot
- Plan Sponsor: Knoxville Pediatric Associates, P. C.
- Sponsor EIN: 621337778
- Sponsor Address: 2201 CLINCH AVENUE, KNOXVILLE, TN, 37916
- Plan Type: 401(k)
- Total Participants: 136
- Total Assets: $51.0M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 136 | $51.0M | $1.0M | $715,788 |
| 2023 | 133 | $45.1M | $1.0M | $713,418 |
| 2022 | 138 | $39.3M | $1.1M | $696,662 |
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 | $96,170 | $38,113 | $26,230 | — | — |
| 2023 | $112,072 | $49,285 | $26,350 | — | — |
| 2022 | $96,902 | — | — | — | $96,902 |