Plan Snapshot
- Plan Sponsor: Yium, Shenouda & Miller Ptrshp
- Sponsor EIN: 621077500
- Sponsor Address: 251 N. LYERLY STREET, STE 200, CHATTANOOGA, TN, 37404
- Plan Type: 401(k)
- Total Participants: 102
- Total Assets: $22.0M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 102 | $22.0M | $832,865 | $769,054 |
| 2023 | 82 | $18.6M | $482,249 | $595,998 |
| 2022 | 82 | $15.6M | $447,789 | $582,108 |
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 |
|---|---|---|---|---|
| SMITH & HOWARD, P.C. | 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 | $117,143 | $72,140 | $45,003 | — | — |
| 2023 | $102,106 | $58,804 | $43,302 | — | — |
| 2022 | $99,958 | $56,409 | $43,549 | — | — |