# Michael Dunn Center 403(b) Plan
Source: https://planprovider.pro/companies/michael-dunn-center-403b-plan

> Michael Dunn Center's 403(b) plan: 382 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Michael Dunn Center

- **Sponsor EIN:** 620851179

- **Sponsor Address:** 1324 LAWNVILLE RD, KINGSTON, TN, 37763

- **Plan Type:** 403(b)

- **Total Participants:** 382

- **Total Assets:** $2.6M

## 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.|

| 2024|382|$2.6M|$100,354|$174,273|

| 2023|424|$2.7M|$89,852|$160,878|

| 2022|323|$2.2M|$147,972|$146,198|

## 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 CO.|RECORDKEEPER|$12,410|—|$12,410|

| LPL FINANCIAL|OTHER|$6,850|—|$6,850|

| COULTER & JUSTUS, PC|Auditor|—|—|$0|

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $19,260

- **Estimated Expense Ratio:** 0.738% 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|$27,184|—|—|—|—|

| 2023|$21,222|—|—|—|—|

| 2022|$21,333|$21,333|—|—|—|

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