Plan Snapshot
- Plan Sponsor: Power & Telephone Supply Company
- Sponsor EIN: 620694520
- Sponsor Address: 200 KEOUGH DRIVE, PIPERTON, TN, 38017
- Plan Type: 401(k)
- Total Participants: 283
- Total Assets: $97.0M
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 | 283 | $97.0M | $1.9M | $1.6M |
| 2023 | 291 | $84.3M | $3.0M | $1.7M |
| 2022 | 298 | $70.1M | $2.8M | $1.8M |
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 |
|---|---|---|---|---|
| REYNOLDS BONE & GRIESBECK, PLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- REYNOLDS BONE & GRIESBECK, PLC — 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 | $85,152 | $51,987 | — | — | — |
| 2023 | $79,403 | $49,445 | — | — | — |
| 2022 | $84,682 | — | $84,682 | — | — |