Plan Snapshot
- Plan Sponsor: Redwood-Slc Holdings, LLC
- Sponsor EIN: 863529899
- Sponsor Address: 3990 HILLSBORO PIKE, NASHVILLE, TN, 37215
- Plan Type: 401(k)
- Total Participants: 470
- Total Assets: $33.4M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- 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 | 470 | $33.4M | $1.7M | $2.6M |
| 2023 | 405 | $27.8M | $1.5M | $2.4M |
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 |
|---|---|---|---|---|
| EVERGREEN ADVISORS, LLC | Investment Advisor | $93,525 | — | $93,525 |
| EMPOWER ANNUITY INS. CO. OF AMERICA | Recordkeeper | $93,111 | — | $93,111 |
| ASCENSUS HOLDINGS DBA FUTUREPLAN BY | Other Service Provider | $7,525 | $10,000 | $17,525 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- EVERGREEN ADVISORS, LLC — Investment Advisor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $204,161
- Estimated Expense Ratio: 0.611% 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 | $195,361 | — | $195,361 | — | — |
| 2023 | $146,434 | — | $146,434 | — | — |