Plan Snapshot
- Plan Sponsor: Tm Rta Management, INC.
- Sponsor EIN: 814122983
- Sponsor Address: 99 E MAIN STREET, FRANKLIN, TN, 37064
- Plan Type: 401(k)
- Total Participants: 342
- Total Assets: $7.2M
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 | 342 | $7.2M | $107,241 | $724,275 |
| 2023 | 349 | $6.7M | $217,670 | $778,934 |
| 2022 | 369 | $5.4M | $62,153 | $826,803 |
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 |
|---|---|---|---|---|
| TRANSAMERICA REITREMENT SOLUTIONS | RECORDKEEPER | $58,761 | — | $58,761 |
| FUTUREPLAN BY ASCENSUS | RECORDKEEPER | $16,190 | $8 | $16,198 |
| LBMC PC | AUDIT | $15,750 | — | $15,750 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- TRANSAMERICA REITREMENT SOLUTIONS — RECORDKEEPER
- FUTUREPLAN BY ASCENSUS — RECORDKEEPER
- LBMC PC — AUDIT
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $90,709
- Estimated Expense Ratio: 1.254% 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 | $170,702 | — | $170,702 | — | — |
| 2023 | $168,929 | — | $168,929 | — | — |
| 2022 | $17,016 | — | $17,016 | — | — |