Plan Snapshot
- Plan Sponsor: Wolfe & Travis Electric Company
- Sponsor EIN: 620789243
- Sponsor Address: 2001 GLADSTONE AVE, NASHVILLE, TN, 37211
- Plan Type: 401(k)
- Total Participants: 128
- Total Assets: $14.1M
Key Plan Design Features
- Auto-Enrollment: No
- 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 | 128 | $14.1M | $611,269 | $48,321 |
| 2023 | 128 | $11.8M | $0 | $540,455 |
| 2022 | 118 | $9.9M | $491,789 | $21,062 |
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 |
|---|---|---|---|---|
| RAYMOND JAMES AND ASSOCIATES INC. | Investment Advisor | $63,940 | — | $63,940 |
| TRANSAMERICA RETIREMENT SOLUTIONS | Recordkeeper | $57,771 | — | $57,771 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- RAYMOND JAMES AND ASSOCIATES INC. — Investment Advisor
- TRANSAMERICA RETIREMENT SOLUTIONS — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $121,711
- Estimated Expense Ratio: 0.865% 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 | $121,711 | $63,940 | — | — | — |
| 2023 | — | — | — | — | — |
| 2022 | — | — | — | — | — |