Plan Snapshot
- Plan Sponsor: Twelvestone Health Partners, INC.
- Sponsor EIN: 621789941
- Sponsor Address: 352 W. NORTHFIELD BLVD., MURFREESBORO, TN, 37129
- Plan Type: 401(k)
- Total Participants: 241
- Total Assets: $10.7M
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 | 241 | $10.7M | $159,901 | $1.0M |
| 2023 | 252 | $8.4M | $138,408 | $790,444 |
| 2022 | 180 | $6.2M | $102,685 | $590,420 |
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 |
|---|---|---|---|---|
| AMERICAN UNITED LIFE INSURANCE CO | NONE | $3,400 | $46,182 | $49,582 |
| CENTERA INVESTMENT ADVISORS | NONE | — | $20,695 | $20,695 |
| LBMC, PC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- LBMC, PC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $70,277
- Estimated Expense Ratio: 0.656% 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 | $25,270 | — | $25,270 | — | — |
| 2023 | $2,410 | — | $2,410 | — | — |
| 2022 | $1,928 | — | $1,928 | — | — |