# West Tennessee Bone & Joint Institute 401(k) Plan
Source: https://planprovider.pro/companies/west-tennessee-bone-joint-clinic-p-c-401k-plan

> West Tennessee Bone & Joint Institute's 401(k) plan: 209 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/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|—|—|

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