Plan Snapshot
- Plan Sponsor: Lbmc, PC
- Sponsor EIN: 621199757
- Sponsor Address: 201 FRANKLIN ROAD, BRENTWOOD, TN, 37027
- Plan Type: DC
- Total Participants: 593
- Total Assets: $85.7M
Key Plan Design Features
- Auto-Enrollment: No
- 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 | 593 | $85.7M | $2.9M | $5.0M |
| 2023 | 574 | $77.1M | $1.7M | $2.6M |
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 |
|---|---|---|---|---|
| THE RETIREMENT PLAN COMPANY, LLC | NONE | $109,526 | — | $109,526 |
| FIDELITY PERSONAL TRUST COMPANY | NONE | $22,404 | — | $22,404 |
| WARREN AVERETT, LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- THE RETIREMENT PLAN COMPANY, LLC — NONE
- WARREN AVERETT, LLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $131,930
- Estimated Expense Ratio: 0.154% 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 | $131,930 | $38,400 | $16,088 | — | — |
| 2023 | $64,256 | $19,200 | $8,519 | — | — |