Plan Ledger DOL Form 5500 · updated monthly

Athens Distributing Company of Nashville401(k)

ATHENS DISTRIBUTING COMPANY OF NASHVILLE 401(K) RETIREMENT PLAN · ANTIOCH, TN · plan year 2024

Reported admin expense ratio · 2024
0.61%

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

Athens Distributing Company of Nashville reported $153,140 in plan administrative expenses for 2024: 0.61% of average plan assets, higher than ~75% of peers. Employer contributions averaged $1,314 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 2 years on file its reported administrative ratio fell from 0.82% to 0.61%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other wholesale trade employers. By assets it is the 356th-largest of 1,496 plans among Tennessee employers on file, and the 1,129th of 4,246 in wholesale trade. In 2024, employees put in $2.63 for every $1.00 the employer contributed; active participation has grown from 102 to 358 since 2022.

Plan summary
Net assets, end of year$36,381,559
Participants with balances365
Active participants358
Employer contributions$470,275
Employee contributions$1,238,995
Employer contribution per active participant$1,314
Average account balance$99,676
Benefits paid to participants$572,779
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$36.4M · 365 accts · $470K emplr
2023$14.0M · 125 accts · $350K emplr
2022$11.5M · 117 accts · $303K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$153,140
Total administrative$153,140
The Athens Distributing Company of Nashville 401(k) match · 2024
Employer contribution per active participant$1,314
Median for plans this size$2,416
2024$1,314 per active participant
2023$3,329 per active participant
2022$2,971 per active participant

Athens Distributing Company of Nashville's 2024 employer contribution ran below 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.

Service providers · 20245
TRANSAMERICA RETIREMENT SOLUTIONS · Recordkeeping · Loan processing$53,159
ACUFF & ASSOCIATES, INC. · Recordkeeping · Loan processing$1,165
FUTUREPLAN BY ASCENSUS · Recordkeeping · Loan processing$125
FIRST HORIZONS ADVISORS, INC · Investment advisory (plan)$68,406
PRINCIPAL LIFE INSURANCE COMPANY · Contract administrator · Loan processing$29,418

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Recordkeeper by year2
2024ACUFF & ASSOCIATES, INC., Ascensus, Transamerica
2023Ascensus, Transamerica

This plan has changed recordkeepers within these filings. If you left Athens Distributing Company of Nashville before a switch, your account may sit at the earlier firm or in a rollover IRA. Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$153,140 · 0.61%
2023$52,483 · 0.41%
2022$99,449 · 0.82%
Same employer
Similar plansWholesale Trade · Tennessee
Blevins, Inc. TN$46.4M · 0.27%
Wirtgen America, Inc. TN$46.4M · 0.18%
Fred's, Inc. TN$39.4M · 0.16%
Surgicor, LLC TN$34.3M · 0.18%
Lipman Brothers LLC TN$34.3M · 0.62%

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Source: U.S. Department of Labor, Form 5500 series, EIN 620439208 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.