Plan Snapshot
- Plan Sponsor: Matthew Walker Comprehensive Health Center, INC.
- Sponsor EIN: 621035426
- Sponsor Address: 1035 14TH AVENUE NORTH, NASHVILLE, TN, 37208
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 95
- Total Assets: $4.8M
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 | 95 | $4.8M | $250,748 | $297,615 |
| 2023 | 109 | $4.0M | $256,492 | $273,828 |
| 2022 | 111 | $3.5M | $237,162 | $253,136 |
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 |
|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | Recordkeeper | $35,758 | — | $35,758 |
| AMERIPRISE FINANCIAL INC DBA COLUMB | Investment Advisor | $7,343 | — | $7,343 |
| AMERIPRISE FINANCIAL SERVICES LLC | Investment Advisor | $6,642 | — | $6,642 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- AMERIPRISE FINANCIAL SERVICES LLC — Investment Advisor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $49,743
- Estimated Expense Ratio: 1.035% 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 | $51,819 | $16,061 | — | — | — |
| 2023 | $42,451 | $13,004 | — | — | — |
| 2022 | $35,356 | $10,901 | $24,455 | — | — |