Plan Snapshot
- Plan Sponsor: The Plateau Group, INC.
- Sponsor EIN: 621103416
- Sponsor Address: 2701 NORTH MAIN STREET, CROSSVILLE, TN, 38555
- Plan Type: 401(k)
- Total Participants: 85
- Total Assets: $12.3M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 85 | $12.3M | $291,352 | $529,301 |
| 2023 | 85 | $11.9M | $274,195 | $481,886 |
| 2022 | 84 | $15.2M | $248,710 | $463,169 |
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 |
|---|---|---|---|---|
| HENDERSON HUTCHERSON & MCCULLOUGH | 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 | $7,250 | $7,250 | — | — | — |
| 2023 | $7,375 | $7,375 | — | — | — |
| 2022 | $8,175 | $8,175 | — | — | — |