Plan Snapshot
- Plan Sponsor: Volunteer Behavioral Health Care System
- Sponsor EIN: 621589440
- Sponsor Address: P.O. BOX 4755, CHATTANOOGA, TN, 37405
- Plan Type: 401(k)
- Total Participants: 1,105
- Total Assets: $19.6M
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 | 1,105 | $19.6M | $669,858 | $1.0M |
| 2023 | 601 | $17.2M | $551,091 | $846,671 |
| 2022 | 590 | $14.5M | $505,177 | $792,415 |
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 |
|---|---|---|---|---|
| JOHNSON, HICKEY & MURCHISON, PC | 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 | $88,437 | $42,662 | — | — | — |
| 2023 | $78,205 | $37,602 | — | — | — |
| 2022 | $85,430 | — | — | — | — |