# Tennessee Valley Painters Health Fund 401(k) Plan
Source: https://planprovider.pro/companies/tennessee-valley-painters-health-fund-621027024-501

> Tennessee Valley Painters Health Fund's 401(k) plan: 317 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/daniels-irwin-and-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|

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