Plan Snapshot
- Plan Sponsor: Tennessee Tractor, LLC
- Sponsor EIN: 621749417
- Sponsor Address: 16 SOUTH BELLS STREET, ALAMO, TN, 38001
- Plan Type: 401(k)
- Total Participants: 322
- Total Assets: $16.8M
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. |
|---|---|---|---|---|
| 2024 | 322 | $16.8M | $408,455 | $952,426 |
| 2023 | 326 | $15.3M | $393,883 | $917,715 |
| 2022 | 328 | $12.3M | $378,821 | $879,597 |
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 |
|---|---|---|---|---|
| WATKINS, UIBERALL, PLLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- WATKINS, UIBERALL, PLLC — 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 | $70,116 | $46,212 | $19,094 | — | — |
| 2023 | $63,157 | $38,619 | $18,746 | — | — |
| 2022 | $61,446 | $48,001 | $3,755 | — | $9,690 |