Plan Snapshot
- Plan Sponsor: Security Walls, LLC
- Sponsor EIN: 320081312
- Sponsor Address: 130 N. MARTINWOOD RD., KNOXVILLE, TN, 37923
- Plan Type: 401(k)
- Plan Number: 003
- Total Participants: 43
- Total Assets: $2.7M
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. |
|---|---|---|---|---|
| 2025 | 43 | $2.7M | $0 | $45,841 |
| 2024 | 85 | $2.8M | $0 | $200,612 |
| 2023 | 113 | $3.3M | $0 | $282,484 |
| 2022 | 115 | $3.0M | $0 | $506,515 |
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 |
|---|---|---|---|---|
| THE TRUST COMPANY OF TENNESSEE | Other Service Provider | $34,426 | — | $34,426 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $34,426
- Estimated Expense Ratio: 1.263% 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 |
|---|---|---|---|---|---|
| 2025 | $583,511 | — | — | — | — |
| 2024 | $34,427 | — | $12,233 | — | — |
| 2023 | $34,236 | — | $12,804 | — | — |
| 2022 | $50,821 | — | $34,539 | — | $16,282 |