Plan Snapshot
- Plan Sponsor: The 615 Group, LLC
- Sponsor EIN: 824228908
- Sponsor Address: 3343 PERIMETER HILL DRIVE SUITE 100, NASHVILLE, TN, 37211
- Plan Type: 401(k)
- Total Participants: 224
- Total Assets: $7.7M
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 | 224 | $7.7M | $392,085 | $1.2M |
| 2023 | 274 | $6.3M | $418,633 | $1.2M |
| 2022 | 253 | $3.4M | $326,758 | $936,252 |
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 |
|---|---|---|---|---|
| LEE CPA AUDIT GROUP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- LEE CPA AUDIT GROUP — 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 | $47,623 | $25,540 | — | — | — |
| 2023 | $19,408 | $9,576 | — | — | — |
| 2022 | $10,860 | — | $1,250 | — | — |