Plan Snapshot
- Plan Sponsor: Orthotennessee, P.C.
- Sponsor EIN: 621700130
- Sponsor Address: 260 FT. SANDERS WEST BLVD. STE 200, KNOXVILLE, TN, 37922
- Plan Type: 401(k)
- Total Participants: 765
- Total Assets: $153.3M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- 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 | 765 | $153.3M | $5.8M | $3.2M |
| 2023 | 605 | $144.3M | $5.3M | $3.1M |
| 2022 | 628 | $142.2M | $4.8M | $2.8M |
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 |
|---|---|---|---|---|
| COULTER & JUSTUS, P.C. | Auditor | $5,897 | — | $5,897 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $5,897
- Estimated Expense Ratio: 0.004% 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 | $324,031 | $167,791 | $90,000 | $5,897 | — |
| 2023 | $351,474 | $181,092 | $112,500 | $4,685 | — |
| 2022 | $265,006 | — | — | — | $265,006 |