Plan Snapshot
- Plan Sponsor: Leitner, Williams, Dooley & Napolitan, PLLC
- Sponsor EIN: 620520912
- Sponsor Address: 200 WEST ML KING BLVD., CHATTANOOGA, TN, 37402
- Plan Type: DC
- Total Participants: 49
- Total Assets: $23.6M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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 | 49 | $23.6M | $57,275 | $301,647 |
| 2023 | 46 | $20.5M | $76,536 | $323,204 |
| 2022 | 51 | $22.2M | $81,354 | $335,274 |
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 |
|---|---|---|---|---|
| MAULDIN & JENKINS, LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MAULDIN & JENKINS, LLC — 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 | $103,298 | $65,264 | $31,146 | — | — |
| 2023 | $106,442 | $65,765 | $33,589 | — | — |
| 2022 | $127,785 | $83,760 | $41,962 | — | $2,000 |