# The Retirement Plan Company, LLC 401(k) Plan
Source: https://planprovider.pro/companies/the-retirement-plan-company-llc-401k-plan

> The Retirement Plan Company, LLC's 401(k) plan: 1,610 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** The Retirement Plan Company, LLC

- **Sponsor EIN:** 383712991

- **Sponsor Address:** 5200 MARYLAND WAY, BRENTWOOD, TN, 72712

- **Plan Type:** 401(k)

- **Total Participants:** 1,610

- **Total Assets:** $62.4M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** No

- **ERISA Section 404(c) Fiduciary Safe Harbor:** Yes

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|1,610|$62.4M|$846,879|$3.4M|

## 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|

| OCTAVIA WEALTH ADVISORS|SERVICE PROVIDER|$27,228|$109,661|$136,889|

| PURSHE KAPLAN STERLING INVESTMENTS|BROKER/DEALER|—|$5,439|$5,439|

| LBMC, PC|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [LBMC, PC](https://planprovider.pro/provider/lbmc-pc) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $142,328

- **Estimated Expense Ratio:** 0.228% 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|$282,448|$27,751|$248,987|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/the-retirement-plan-company-llc-401k-plan)

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