Plan Snapshot
- Plan Sponsor: Tennessee Aquarium
- Sponsor EIN: 581837154
- Sponsor Address: PO BOX 11048, CHATTANOOGA, TN, 374012048
- Plan Type: 403(b)
- Plan Number: 002
- Total Participants: 343
- Total Assets: $33.3M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 343 | $33.3M | $880,640 | $1.3M |
| 2023 | 258 | $27.8M | $787,025 | $1.2M |
| 2022 | 242 | $23.2M | $589,416 | $959,425 |
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 |
|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | Investment Advisor | $36,412 | — | $36,412 |
| FIDELITY INVESTMENTS INSTITUTIONAL | Recordkeeper | $13,396 | — | $13,396 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- STRATEGIC ADVISORS, INC. — Investment Advisor
- FIDELITY INVESTMENTS INSTITUTIONAL — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $49,808
- Estimated Expense Ratio: 0.150% 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 | $52,492 | $36,412 | — | — | — |
| 2023 | $49,614 | $31,280 | — | — | — |
| 2022 | $42,740 | $27,650 | — | — | — |