Plan Snapshot
- Plan Sponsor: Pattison Sign Group, INC.
- Sponsor EIN: 510381712
- Sponsor Address: 520 W. SUMMIT HILL DRIVE, KNOXVILLE, TN, 37902
- Plan Type: 401(k)
- Total Participants: 451
- Total Assets: $13.2M
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 | 451 | $13.2M | $404,636 | $1.2M |
| 2023 | 293 | $11.0M | $339,177 | $1.0M |
| 2022 | 262 | $8.6M | $283,982 | $821,622 |
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 |
|---|---|---|---|---|
| CAMBRIDGE INVESTMENT RESEARCH, INC. | NONE | $42,537 | — | $42,537 |
| STANCORP FINANCIAL GROUP | NONE | $33,284 | — | $33,284 |
| SUTTON FROST CARY LLP | NONE | $15,000 | — | $15,000 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- STANCORP FINANCIAL GROUP — NONE
- SUTTON FROST CARY LLP — NONE
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $90,821
- Estimated Expense Ratio: 0.689% 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 | $90,824 | $42,537 | $33,287 | $15,000 | — |
| 2023 | $70,858 | $42,593 | $28,265 | — | — |
| 2022 | $64,716 | — | $64,716 | — | — |