Plan Snapshot
- Plan Sponsor: West Tennessee Bone & Joint Institute
- Sponsor EIN: 620913372
- Sponsor Address: 50 CAPITAL AVENUE, JACKSON, TN, 38305
- Plan Type: 401(k)
- Total Participants: 209
- Total Assets: $39.1M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- 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 | 209 | $39.1M | $1.1M | $1.2M |
| 2023 | 199 | $33.0M | $1.1M | $1.2M |
| 2022 | 190 | $27.1M | $1.4M | $1.0M |
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 |
|---|---|---|---|---|
| FINANCIAL PARTNERS GROUP, LLC | INVESTMENT ADVISOR | $64,088 | — | $64,088 |
| CAPITAL GROUP RETIREMENT PLAN SERVI | RECORDKEEPER | $24,173 | — | $24,173 |
| THE AMERICAN AUDITORS GROUP, LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- THE AMERICAN AUDITORS GROUP, LLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $88,261
- Estimated Expense Ratio: 0.226% 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 | $101,812 | $64,088 | $4,111 | — | — |
| 2023 | $86,735 | $51,433 | $3,835 | — | — |
| 2022 | $82,027 | $79,567 | $2,460 | — | — |