Plan Snapshot
- Plan Sponsor: The Tombras Group
- Sponsor EIN: 620565115
- Sponsor Address: 620 SOUTH GAY STREET, KNOXVILLE, TN, 37902
- Plan Type: 401(k)
- Total Participants: 364
- Total Assets: $29.2M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 364 | $29.2M | $1.2M | $3.3M |
| 2023 | 402 | $24.3M | $1.3M | $3.3M |
| 2022 | 455 | $17.5M | $1.1M | $3.0M |
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 |
|---|---|---|---|---|
| GREAT-WEST LIFE & ANNUITY INSURANCE | RECORDKEEPER | $73,944 | — | $73,944 |
| RATHER & KITTRELL, INC. | INVESTMENT ADVISOR | $25,000 | — | $25,000 |
| TENNESSEE PENSION ADMINISTRATORS | CONTRACT ADMINISTRATOR | $23,464 | — | $23,464 |
| PUGH & COMPANY, PC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- RATHER & KITTRELL, INC. — INVESTMENT ADVISOR
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $122,408
- Estimated Expense Ratio: 0.419% 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 | $122,408 | $25,000 | $23,464 | — | — |
| 2023 | $91,949 | $24,998 | $12,963 | — | — |
| 2022 | $68,859 | — | $68,859 | — | — |