Plan Snapshot
- Plan Sponsor: V Alexander & Co., INC.
- Sponsor EIN: 620672816
- Sponsor Address: 51 GERMANTOWN COURT, CORDOVA, TN, 380184290
- Plan Type: 401(k)
- Total Participants: 196
- Total Assets: $36.0M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 196 | $36.0M | $851,317 | $1.4M |
| 2023 | 199 | $33.1M | $849,809 | $1.3M |
| 2022 | 205 | $28.9M | $795,157 | $1.3M |
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 |
|---|---|---|---|---|
| CANNON WRIGHT BLOUNT PLLC | 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 | $146,701 | — | $146,701 | — | — |
| 2023 | $132,136 | — | $132,136 | — | — |
| 2022 | $129,429 | — | $129,429 | — | — |