Plan Snapshot
- Plan Sponsor: Knoxville Tva Ees Credit Union
- Sponsor EIN: 620263105
- Sponsor Address: 1409 CENTERPOINT BLVD, KNOXVILLE, TN, 379321962
- Plan Type: DB
- Total Participants: 305
- Total Assets: $41.3M
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 | 305 | $41.3M | $2.5M | $0 |
| 2023 | 321 | $38.1M | $2.0M | $0 |
| 2022 | 340 | $34.1M | $2.0M | $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 |
|---|---|---|---|---|
| DOEREN MAYHEW ASSURANCE | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- DOEREN MAYHEW ASSURANCE — 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 | $127,841 | — | $127,841 | — | — |
| 2023 | $142,916 | — | $142,916 | — | — |
| 2022 | $118,738 | — | $118,738 | — | — |