Plan Snapshot
- Plan Sponsor: Tindell'S, INC.
- Sponsor EIN: 620627874
- Sponsor Address: 7751 NORRIS FREEWAY, KNOXVILLE, TN, 379384226
- Plan Type: 401(k)
- Total Participants: 253
- Total Assets: $5.6M
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 | 253 | $5.6M | $61,259 | $612,562 |
| 2023 | 206 | $4.8M | $56,201 | $561,986 |
| 2022 | 179 | $4.0M | $55,234 | $552,325 |
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 |
|---|---|---|---|---|
| THE TRUST COMPANY OF TENNESSEE | NONE | $42,581 | — | $42,581 |
| COULTER & JUSTUS, P.C. | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $42,581
- Estimated Expense Ratio: 0.754% 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 | $42,581 | — | $10,848 | — | — |
| 2023 | $38,768 | — | $22,220 | — | — |
| 2022 | $39,463 | — | $22,714 | — | $16,749 |