Plan Snapshot
- Plan Sponsor: Southwest Tennessee Emc
- Sponsor EIN: 620366645
- Sponsor Address: P O BOX 959, BROWNSVILLE, TN, 38012
- Plan Type: 401(k)
- Total Participants: 143
- Total Assets: $14.0M
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 | 143 | $14.0M | $749,410 | $664,949 |
| 2023 | 145 | $11.7M | $733,074 | $647,499 |
| 2022 | 139 | $9.2M | $586,869 | $523,005 |
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 |
|---|---|---|---|---|
| ATA, PC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ATA, 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 | $69,834 | — | $69,834 | — | — |
| 2023 | $55,593 | — | — | — | — |
| 2022 | $42,266 | — | — | — | — |