Plan Snapshot
- Plan Sponsor: Maryville College
- Sponsor EIN: 620475691
- Sponsor Address: 502 E. LAMAR ALEXANDER PARKWAY, MARYVILLE, TN, 378045907
- Plan Type: 403(b)
- Total Participants: 0
- Total Assets: $0
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- 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. |
|---|---|---|---|---|
| 2023 | 0 | $0 | $446,353 | $704,215 |
| 2022 | 197 | $34.2M | $486,558 | $765,614 |
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 |
|---|---|---|---|---|
| MILLENNIUM ADVISORY SERVICES, INC | Other Service Provider | $65,946 | — | $65,946 |
| TIAA-TEACHERS INSURANCE AND ANNUITY | Other Service Provider | $25,566 | — | $25,566 |
| SAGEVIEW ADVISORY GROUP, LLC | Other Service Provider | $23,016 | — | $23,016 |
| CROSSLIN PLLC | Other Service Provider | $10,950 | — | $10,950 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- TIAA-TEACHERS INSURANCE AND ANNUITY — Other Service Provider
- SAGEVIEW ADVISORY GROUP, LLC — Other Service Provider
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $125,478
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 |
|---|---|---|---|---|---|
| 2023 | $120,166 | $48,677 | $68,933 | — | — |
| 2022 | $119,471 | $52,850 | $72,253 | — | — |