Plan Snapshot
- Plan Sponsor: Southern Champion Tray, L P
- Sponsor EIN: 620452437
- Sponsor Address: 220 COMPRESS ST, CHATTANOOGA, TN, 374053724
- Plan Type: 401(k)
- Total Participants: 898
- Total Assets: $55.4M
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 | 898 | $55.4M | $1.5M | $3.5M |
| 2023 | 914 | $49.1M | $1.5M | $3.4M |
| 2022 | 862 | $42.1M | $1.4M | $3.2M |
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 |
|---|---|---|---|---|
| LBMC, PC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- LBMC, PC — 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 | $206,616 | $64,873 | — | — | — |
| 2023 | $80,827 | $64,942 | — | $6,175 | — |
| 2022 | $90,680 | — | $90,680 | — | — |