Plan Snapshot
- Plan Sponsor: Thomas And Thorngren, INC.
- Sponsor EIN: 621553208
- Sponsor Address: P.O. BOX 280100, NASHVILLE, TN, 37228
- Plan Type: 401(k)
- Total Participants: 201
- Total Assets: $10.1M
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 | 201 | $10.1M | $399,220 | $867,149 |
| 2023 | 192 | $7.7M | $339,975 | $726,186 |
| 2022 | 177 | $5.6M | $314,440 | $664,870 |
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 |
|---|---|---|---|---|
| BAKER TILLY US LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BAKER TILLY US 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 | $5,739 | $2,584 | — | — | — |
| 2023 | $3,622 | $1,606 | — | — | — |
| 2022 | $2,598 | $839 | — | — | — |