Plan Snapshot
- Plan Sponsor: Pella Tennessee, LLC
- Sponsor EIN: 202745077
- Sponsor Address: 7355 COCKRILL BEND BLVD STE 100, NASHVILLE, TN, 37209
- Plan Type: 401(k)
- Total Participants: 89
- Total Assets: $6.0M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 89 | $6.0M | $215,086 | $625,732 |
| 2023 | 110 | $5.4M | $245,204 | $742,404 |
| 2022 | 110 | $4.4M | $180,944 | $566,724 |
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 |
|---|---|---|---|---|
| RUBIN BROWN, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- RUBIN BROWN, LLP — Auditor
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 | $39,607 | $14,019 | — | — | — |
| 2023 | $15,111 | $12,666 | — | — | — |
| 2022 | $14,081 | — | — | — | — |