Plan Snapshot
- Plan Sponsor: Lewis Thomason, P.C.
- Sponsor EIN: 621444488
- Sponsor Address: 900 S GAY STREET, #300, KNOXVILLE, TN, 37902
- Plan Type: 401(k)
- Total Participants: 129
- Total Assets: $52.9M
Key Plan Design Features
- Auto-Enrollment: Yes
- 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 | 129 | $52.9M | $648,211 | $1.2M |
| 2023 | 142 | $46.5M | $612,399 | $1.1M |
| 2022 | 139 | $39.9M | $575,535 | $1.1M |
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 |
|---|---|---|---|---|
| LBMC, PC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- LBMC, PC — 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 | $130,141 | — | $13,851 | — | — |
| 2023 | $116,072 | — | $14,624 | — | — |
| 2022 | $118,751 | — | $45,797 | — | $72,954 |