Plan Snapshot
- Plan Sponsor: Vehlo Purchaser, LLC
- Sponsor EIN: 841894196
- Sponsor Address: 2035 LAKESIDE CENTRE WAY, SUITE 100, KNOXVILLE, TN, 37922
- Plan Type: 401(k)
- Total Participants: 484
- Total Assets: $16.1M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 484 | $16.1M | $607,288 | $2.5M |
| 2023 | 395 | $10.9M | $287,908 | $1.8M |
| 2022 | 343 | $5.8M | $280,935 | $1.4M |
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 |
|---|---|---|---|---|
| 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: $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 | $93,309 | — | $93,309 | — | — |
| 2023 | $52,931 | — | $52,931 | — | — |
| 2022 | $34,514 | — | $34,514 | — | — |