Plan Snapshot
- Plan Sponsor: Tanner Medical Center, INC
- Sponsor EIN: 581790149
- Sponsor Address: 705 DIXIE STREET, CARROLLTON, GA, 30117
- Plan Type: 401(k)
- Total Participants: 4,631
- Total Assets: $434.6M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: Yes
- 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 | 4,631 | $434.6M | $11.2M | $27.4M |
| 2023 | 4,227 | $375.8M | $9.4M | $24.5M |
| 2022 | 3,878 | $306.7M | $7.9M | $21.9M |
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 |
|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | RECORDKEEPER | $318,887 | — | $318,887 |
| CAP FINANCIAL PARTNERS | INVESTMENT ADVISOR | $34,000 | — | $34,000 |
| DRAFFIN & TUCKER, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FIDELITY INVESTMENTS INSTITUTIONAL — RECORDKEEPER
- DRAFFIN & TUCKER, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $352,887
- Estimated Expense Ratio: 0.081% 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 | $353,006 | $119 | — | — | — |
| 2023 | $302,652 | $34,000 | $1,800 | — | — |
| 2022 | $339,442 | — | — | — | — |