Plan Ledger DOL Form 5500 · updated monthly

Alexander Thompson Arnold PLLC401(k)

ALEXANDER THOMPSON ARNOLD PLLC 401K PLAN · UNION CITY, TN · plan year 2024

Reported admin expense ratio · 2024
0.63%

Peer grade: C+ · admin costs + employer contributions vs same-size plans · how grading works

Alexander Thompson Arnold PLLC reported $134,910 in plan administrative expenses for 2024: 0.63% of average plan assets, higher than ~75% of peers. Employer contributions averaged $2,479 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 3 years on file its reported administrative ratio has held roughly steady near 0.63%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other professional & technical services employers. By assets it is the 499th-largest of 1,496 plans among Tennessee employers on file, and the 4,983rd of 11,654 in professional & technical services. In 2024, employees put in $2.31 for every $1.00 the employer contributed; active participation has grown from 224 to 273 since 2022.

Plan summary
Net assets, end of year$23,480,893
Participants with balances253
Active participants273
Employer contributions$676,859
Employee contributions$1,566,379
Employer contribution per active participant$2,479
Average account balance$92,810
Benefits paid to participants$885,442
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$23.5M · 253 accts · $677K emplr
2023$19.6M · 220 accts · $542K emplr
2022$16.0M · 220 accts · $451K emplr
The Alexander Thompson Arnold PLLC 401(k) match · 2024
Employer contribution per active participant$2,479
Median for plans this size$2,416
2024$2,479 per active participant
2023$2,389 per active participant
2022$2,013 per active participant

Alexander Thompson Arnold PLLC's 2024 employer contribution ran above the $2,416 median for plans its size. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history3
2024$134,910 · 0.63%
2023$116,173 · 0.65%
2022$109,669 · 0.64%
Similar plansProfessional & Technical Services · Tennessee
Ncontracts LLC TN$23.9M · 0.34%
Nokian Tyres, Inc. TN$23.9M · 0.16%
Profitsolv Purchaser, Inc. TN$23.7M · 0.45%
Pophealthcare, LLC TN$20.0M · 0.50%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 621110839 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.