Plan Snapshot
- Plan Sponsor: Tennessee Farmers Cooperative
- Sponsor EIN: 620435104
- Sponsor Address: 180 OLD NASHVILLE HIGHWAY, LAVERGNE, TN, 370861983
- Plan Type: 401(k)
- Plan Number: 333
- Total Participants: 4,041
- Total Assets: $453.9M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2025 | 4,041 | $453.9M | $0 | $0 |
| 2024 | 3,289 | $406.0M | $11.2M | $13.2M |
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 | $223,299 | — | $223,299 |
| PRIME CAPITAL INVESTMENT ADVISORS | Investment Advisor | $110,604 | — | $110,604 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $333,903
- Estimated Expense Ratio: 0.074% 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 | $36,951,556 | $125,249 | — | — | — |
| 2024 | $363,712 | $128,288 | $2,400 | — | — |