Plan Snapshot
- Plan Sponsor: Tyler Johnson Enterprises INC
- Sponsor EIN: 261511237
- Sponsor Address: 135 DEPOT ST, WARRENTON, GA, 308288133
- Plan Type: 401(k)
- Plan Number: 501
- Total Participants: 39
- Total Assets: $59,340
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2025 | 39 | $59,340 | $0 | $0 |
| 2024 | 42 | $24,165 | -$10,451 | $11,711 |
| 2023 | 44 | $403 | $365,080 | $144,886 |
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 BENECON GROUP | Investment Advisor | $43,370 | — | $43,370 |
| HICKMAN & KNOX, LLC | Investment Advisor | $16,730 | — | $16,730 |
| MERITAIN HEALTH, AN AETNA COMPANY | Other Service Provider | $6,902 | — | $6,902 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $67,002
- Estimated Expense Ratio: 112.912% 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 |
|---|---|---|---|---|---|
| 2025 | $608,476 | — | — | — | — |
| 2024 | $39,198 | — | — | — | — |
| 2023 | $562,114 | — | — | — | — |