Plan Snapshot
- Plan Sponsor: Moody Dunbar, INC.
- Sponsor EIN: 620629133
- Sponsor Address: 2000 WATERS EDGE DRIVE SUITE 21, JOHNSON CITY, TN, 37604
- Plan Type: DC
- Plan Number: 001
- Total Participants: 87
- Total Assets: $13.6M
Key Plan Design Features
- Auto-Enrollment: No
- 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 | 87 | $13.6M | $350,000 | $0 |
| 2023 | 92 | $11.7M | $0 | $0 |
| 2022 | 174 | $12.4M | $0 | $0 |
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 | $53,461 | — | $53,461 |
| ONEDIGITAL INVESTMENT ADVISORS LLC | Investment Advisor | $25,400 | — | $25,400 |
| LEWIS & ASSOCIATES PC | Auditor | $10,500 | — | $10,500 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ONEDIGITAL INVESTMENT ADVISORS LLC — Investment Advisor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $89,361
- Estimated Expense Ratio: 0.658% 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 | $89,939 | $25,978 | — | $10,500 | — |
| 2023 | $84,200 | $24,309 | — | $10,500 | — |
| 2022 | $89,369 | — | $89,369 | — | — |