Plan Snapshot
- Plan Sponsor: Pemberton Truck Lines, INC.
- Sponsor EIN: 621194446
- Sponsor Address: 2530 MITCHELL STREET, KNOXVILLE, TN, 37917
- Plan Type: 401(k)
- Total Participants: 130
- Total Assets: $5.6M
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 | 130 | $5.6M | $78,029 | $509,017 |
| 2023 | 132 | $4.9M | $70,910 | $462,810 |
| 2022 | 122 | $4.5M | $68,530 | $460,341 |
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 |
|---|---|---|---|---|
| LBMC, PC | Auditor | $12,500 | — | $12,500 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- LBMC, PC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $12,500
- Estimated Expense Ratio: 0.223% 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 | $39,430 | $21,952 | $4,978 | $12,500 | — |
| 2023 | $37,099 | $20,468 | $4,631 | $12,000 | — |
| 2022 | $28,675 | — | $28,675 | — | — |