Plan Snapshot
- Plan Sponsor: Tennessee Valley Painters Health Fund
- Sponsor EIN: 621027024
- Sponsor Address: P.O. BOX 1449, GOODLETTSVILLE, TN, 370701449
- Plan Type: 401(k)
- Plan Number: 501
- Total Participants: 317
- Total Assets: $10.1M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 317 | $10.1M | $3.0M | $38,506 |
| 2023 | 407 | $9.8M | $3.5M | $29,787 |
| 2022 | 375 | $8.3M | $3.5M | $29,357 |
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 |
|---|---|---|---|---|
| BLUECROSS BLUESHIELD OF TN | Other Service Provider | $190,278 | — | $190,278 |
| SOUTHERN BENEFIT ADMINISTRATORS | Other Service Provider | $117,000 | — | $117,000 |
| HIGHLAND CAPITAL MANAGEMENT | Other Service Provider | $31,273 | — | $31,273 |
| BRANSTETTER, STRANCH & JENNINGS | Other Service Provider | $21,773 | — | $21,773 |
| DANIELS, IRWIN & AYLOR | Auditor | $12,400 | — | $12,400 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- DANIELS, IRWIN & AYLOR — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $372,724
- Estimated Expense Ratio: 3.703% 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 | $398,267 | $31,273 | $102,000 | $12,400 | — |
| 2023 | $446,701 | $28,195 | $102,000 | $15,550 | — |
| 2022 | $369,731 | $21,237 | $102,000 | — | $21,000 |