# Park Street Management, INC. 401(k) Plan
Source: https://planprovider.pro/companies/park-street-management-inc-401k-plan

> Park Street Management, INC.'s 401(k) plan: 1,281 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|—|—|—|—|—|

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