Plan Snapshot
- Plan Sponsor: The H. T. Hackney Company
- Sponsor EIN: 620222535
- Sponsor Address: 502 S. GAY STREET, SUITE 300, KNOXVILLE, TN, 37902
- Plan Type: 401(k)
- Total Participants: 4,846
- Total Assets: $125.3M
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 | 4,846 | $125.3M | $2.1M | $5.5M |
| 2023 | 3,128 | $120.4M | $2.0M | $5.3M |
| 2022 | 2,843 | $105.9M | $1.9M | $5.2M |
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 |
|---|---|---|---|---|
| RATHER & KITTRELL INC | ADVISOR | $127,400 | — | $127,400 |
| FIDELITY INVESTMENTS INSTITUTIONAL | RECORDKEEPER | $91,553 | — | $91,553 |
| STRATEGIC ADVISORS, INC. | ADVISOR | $10,688 | — | $10,688 |
| PUGH CPA'S | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- RATHER & KITTRELL INC — ADVISOR
- FIDELITY INVESTMENTS INSTITUTIONAL — RECORDKEEPER
- STRATEGIC ADVISORS, INC. — ADVISOR
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $229,641
- Estimated Expense Ratio: 0.183% 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 | $260,767 | $169,214 | — | — | — |
| 2023 | $92,833 | $55,620 | — | — | — |
| 2022 | $17,900 | — | — | — | $17,900 |