Plan Snapshot
- Plan Sponsor: Presbyterian Homes Of Tennessee INC
- Sponsor EIN: 620698709
- Sponsor Address: 801 VANOSDALE ROAD, KNOXVILLE, TN, 37909
- Plan Type: 403(b)
- Total Participants: 301
- Total Assets: $5.6M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 301 | $5.6M | $129,955 | $153,401 |
| 2023 | 528 | $11.9M | $237,602 | $470,462 |
| 2022 | 418 | $12.0M | $495,962 | $546,456 |
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 |
|---|---|---|---|---|
| CLIFTONLARSONALLEN LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- CLIFTONLARSONALLEN 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 | $13,571 | $2,390 | — | — | — |
| 2023 | $5,838 | $468 | — | — | — |
| 2022 | $875 | — | $221 | — | — |