Plan Snapshot
- Plan Sponsor: Orthotennessee P.C.
- Sponsor EIN: 621700130
- Sponsor Address: 260 FORT SANDERS WEST BLVD, STE 200, KNOXVILLE, TN, 379220000
- Plan Type: Health & Welfare
- Plan Number: 501
- Total Participants: 726
- Total Assets: $895,653
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 726 | $895,653 | $7.2M | $2.1M |
| 2023 | 705 | $766,853 | $7.2M | $1.9M |
| 2022 | 645 | $375,161 | $3.9M | $1.8M |
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 | — | — | $0 |
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 | $505,697 | — | $505,697 | — | — |
| 2023 | $484,981 | — | $484,981 | — | — |
| 2022 | $528,556 | — | $528,556 | — | — |