Plan Snapshot
- Plan Sponsor: Lhp Management, LLC
- Sponsor EIN: 201674264
- Sponsor Address: 900 SOUTH GAY STREET, SUITE 2000, KNOXVILLE, TN, 37902
- Plan Type: 401(k)
- Total Participants: 193
- Total Assets: $13.4M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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 | 193 | $13.4M | $451,734 | $732,552 |
| 2023 | 195 | $10.8M | $443,179 | $708,726 |
| 2022 | 178 | $9.2M | $403,623 | $687,167 |
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 |
|---|---|---|---|---|
| MERIDIAN TRUST & INVESTMENT COMPANY | NONE | $92,539 | — | $92,539 |
| EPIC ADVISOR, INC. | NONE | $17,665 | — | $17,665 |
| COHNREZNICK, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- EPIC ADVISOR, INC. — NONE
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $110,204
- Estimated Expense Ratio: 0.822% 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 | $110,204 | $92,539 | $7,087 | — | — |
| 2023 | $87,726 | $71,654 | $4,639 | — | — |
| 2022 | $87,079 | $67,551 | $19,528 | — | — |