Plan Snapshot
- Plan Sponsor: The Campbell Clinic, P.C.
- Sponsor EIN: 620811256
- Sponsor Address: 1400 SOUTH GERMANTOWN ROAD, GERMANTOWN, TN, 38138
- Plan Type: 401(k)
- Total Participants: 928
- Total Assets: $148.2M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- 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 | 928 | $148.2M | $6.1M | $3.6M |
| 2023 | 613 | $127.2M | $5.4M | $3.1M |
| 2022 | 563 | $112.0M | $4.3M | $2.6M |
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 |
|---|---|---|---|---|
| CBIZ CPAS P.C. | Auditor | — | — | $0 |
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 | $30,828 | — | $30,828 | — | — |
| 2023 | $23,577 | — | $23,577 | — | — |
| 2022 | $22,860 | — | $22,860 | — | — |