Plan Snapshot
- Plan Sponsor: Pya, P.C.
- Sponsor EIN: 621517792
- Sponsor Address: 6016 BROOKVALE LANE, KNOXVILLE, TN, 37919
- Plan Type: 401(k)
- Total Participants: 211
- Total Assets: $40.0M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- 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 | 211 | $40.0M | $506,352 | $2.2M |
| 2023 | 236 | $36.1M | $504,589 | $2.0M |
| 2022 | 221 | $29.9M | $468,320 | $1.7M |
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 |
|---|---|---|---|---|
| DODSON, SHELTON & NELSON, PA | Auditor | — | — | $0 |
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 | $113,981 | $15,369 | $35,333 | — | — |
| 2023 | $72,351 | $16,833 | $12,744 | — | — |
| 2022 | $80,880 | $23,263 | $30,446 | — | $27,171 |