Plan Snapshot
- Plan Sponsor: The West Clinic PLLC
- Sponsor EIN: 621526296
- Sponsor Address: 7945 WOLF RIVER BLVD, GERMANTOWN, TN, 38138
- Plan Type: 401(k)
- Total Participants: 735
- Total Assets: $98.2M
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 | 735 | $98.2M | $3.6M | $3.8M |
| 2023 | 666 | $82.1M | $3.4M | $3.6M |
| 2022 | 663 | $65.3M | $3.0M | $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 |
|---|---|---|---|---|
| HORNE LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- HORNE LLP — Auditor
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 | $221,016 | $92,100 | $35,599 | — | — |
| 2023 | $190,899 | $69,316 | $34,342 | — | — |
| 2022 | $179,873 | $64,525 | — | — | $115,048 |