Plan Snapshot
- Plan Sponsor: Property Brands
- Sponsor EIN: 843328313
- Sponsor Address: 2035 LAKESIDE CENTRE WAY, SUITE 150, KNOXVILLE, TN, 37922
- Plan Type: 401(k)
- Total Participants: 738
- Total Assets: $16.9M
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 | 738 | $16.9M | $1.7M | $4.1M |
| 2023 | 778 | $12.1M | $1.7M | $4.1M |
| 2022 | 772 | $5.1M | $1.1M | $2.7M |
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 |
|---|---|---|---|---|
| KRUGGEL AND LAWTON CPAS | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- KRUGGEL AND LAWTON CPAS — 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 | $85,462 | $58,464 | — | — | — |
| 2023 | $88,636 | — | $47,545 | — | — |
| 2022 | $11,232 | — | $11,232 | — | — |