# Tanner Medical Center, INC 401(k) Plan
Source: https://planprovider.pro/companies/tanner-medical-center-inc-401k-plan

> Tanner Medical Center, INC's 401(k) plan: 4,631 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/fidelity-investments) — RECORDKEEPER

- [DRAFFIN & TUCKER, LLP](https://planprovider.pro/provider/draffin-and-tucker) — 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|—|—|—|—|

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