Plan Snapshot
- Plan Sponsor: Milberg Coleman Bryson Phillips Grossman PLLC
- Sponsor EIN: 861215093
- Sponsor Address: 800 S GAY STREET, SUITE 1100, KNOXVILLE, TN, 37929
- Plan Type: 401(k)
- Total Participants: 141
- Total Assets: $28.9M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 141 | $28.9M | $685,537 | $1.2M |
| 2023 | 106 | $25.7M | $497,145 | $969,255 |
| 2022 | 79 | $22.9M | $295,719 | $639,174 |
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 |
|---|---|---|---|---|
| EISNERAMPER LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- EISNERAMPER LLP — 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 | $69,248 | — | $69,248 | — | — |
| 2023 | $66,658 | — | $66,658 | — | — |
| 2022 | $70,879 | — | $70,879 | — | — |