Plan Snapshot
- Plan Sponsor: Tis Insurance Services, INC.
- Sponsor EIN: 620426847
- Sponsor Address: 1900 WINSTON RD, SUITE 100, KNOXVILLE, TN, 37919
- Plan Type: 401(k)
- Total Participants: 90
- Total Assets: $21.3M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: Yes
- 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 | 90 | $21.3M | $275,060 | $630,454 |
| 2023 | 85 | $19.5M | $262,599 | $589,421 |
| 2022 | 84 | $18.0M | $249,220 | $532,236 |
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 |
|---|---|---|---|---|
| PUGH & COMPANY | Auditor | — | — | $0 |
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 | $103,746 | $96,155 | $7,591 | — | — |
| 2023 | $92,851 | $83,624 | $9,227 | — | — |
| 2022 | $90,092 | $83,961 | $6,131 | — | — |