Plan Snapshot
- Plan Sponsor: Park Street Management, INC.
- Sponsor EIN: 833236087
- Sponsor Address: 2350 W O SMITH DRIVE, LAWRENCEBURG, TN, 38464
- Plan Type: 401(k)
- Total Participants: 1,281
- Total Assets: $17.6M
Key Plan Design Features
- Auto-Enrollment: Yes
- 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 | 1,281 | $17.6M | $1.0M | $2.0M |
| 2023 | 581 | $10.5M | $993,274 | $1.9M |
| 2022 | 0 | $0 | $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 |
|---|---|---|---|---|
| VOYA RETIREMENT INSURANCE & ANNUITY | SERVICE PROVIDER | $131,131 | — | $131,131 |
| CBIZ INVESTMENT ADVISORY SERVICES, | SERVICE PROVIDER | $3,916 | $38,166 | $42,082 |
| JESSON, OSLIN & ASSOCIATES, LLP | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $173,213
- Estimated Expense Ratio: 0.982% 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 | $135,254 | $1,061 | $131,993 | — | — |
| 2023 | $78,123 | $137 | $75,836 | — | — |
| 2022 | — | — | — | — | — |