# Tis Insurance Services, INC. 401(k) Plan
Source: https://planprovider.pro/companies/tis-insurance-services-inc-401k-plan

> Tis Insurance Services, INC.'s 401(k) plan: 90 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|—|—|

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