Original filing (PDF)20251230094841NAL0044357874001

TENNESSEE BAR ASSOCIATION

Name: TENNESSEE BAR ASSOCIATION — TENNESSEE BAR ASSOCIATION 401(K) PLAN, Form 5500 (2024)
Creator: TENNESSEE BAR ASSOCIATION

Form 5500-SF

FILING_RECEIVED

TENNESSEE BAR ASSOCIATION 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$6.3M

Net assets (EOY)

$6.3M

Plan health score

/ 100

Grade A

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for TENNESSEE BAR ASSOCIATION.

Plan sponsor

Name

TENNESSEE BAR ASSOCIATION

EIN

62-0514943

Address

3310 WEST END AVENUE, SUITE 590 · NASHVILLE, TN · 37203

Phone

(615) 383-7421

Industry

Law Offices· Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-07-01

Tax period

2025-06-30

Filed

2025-12-30

Pension benefit codes

2G · Total participant-directed accounts

3D · Pre-approved plan (master / prototype / VS)

2J · 401(k) feature

2K · 401(m) arrangement

2E · Profit-sharing

2S · Automatic enrollment

2T · Default investment account (QDIA)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Law Offices plans

GODWIN BOWMAN PC

GODWIN BOWMAN PC 401(K) SAVINGS AND RETIREMENT PLAN

$6.3M · 30 participants

HARRIS WELSH AND LUKMANN

HARRIS WELSH AND LUKMANN PROFIT SHARING PLAN

$6.3M · 8 participants

LAW OFFICE OF DUNCAN, CASSIO, LUCCHESI, BINKLEY

LAW OFFICES OF DUNCAN, CASSIO, LUCCHESI, BINKLEY AND VAN DOREN, PROFESSIONAL CORP. 401K RETIREMENT PLAN

$6.3M · 33 participants

ALLAN A. SHENOI

ALLAN A. SHENOI 401(K) PROFIT SHARING PLAN

$6.3M · 3 participants

GRIFFITHS LAW PC