Plan Snapshot
- Plan Sponsor: M3 Technology Group, INC.
- Sponsor EIN: 010547889
- Sponsor Address: 925 AIRPARK CENTER DRIVE, NASHVILLE, TN, 37217
- Plan Type: 401(k)
- Total Participants: 154
- Total Assets: $8.0M
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 | 154 | $8.0M | $296,277 | $623,261 |
| 2023 | 125 | $6.8M | $289,906 | $624,514 |
| 2022 | 125 | $6.1M | $275,928 | $574,808 |
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 | $638,013 | — | $48,324 | — | — |
| 2023 | $1,231,089 | — | $43,469 | — | — |
| 2022 | $42,136 | $116 | — | — | — |