Plan Ledger DOL Form 5500 · updated monthly

Athens Paper Company, Inc.401(k)

ATHENS PAPER COMPANY, INC. 401(K) RETIREMENT PLAN · NASHVILLE, TN · plan year 2024

Reported admin expense ratio · 2024
0.04%

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

Athens Paper Company, Inc. reported $6,743 in plan administrative expenses for 2024: 0.04% of average plan assets, lower than ~75% of peers. Employer contributions averaged $1,570 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 rose from 0.035% to 0.038%. 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 575th-largest of 1,496 plans among Tennessee employers on file, and the 1,992nd of 4,246 in wholesale trade. In 2024, employees put in $3.27 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$18,884,182
Participants with balances171
Active participants222
Employer contributions$348,517
Employee contributions$1,139,283
Employer contribution per active participant$1,570
Average account balance$110,434
Benefits paid to participants$1,177,628
Plan auditUnmodified (clean) audit opinion
AuditorCROSSLIN, PLLC
Plan history3
Yearassets · accounts · employer contribution
2024$18.9M · 171 accts · $349K emplr
2023$16.3M · 189 accts · $278K emplr
2022$14.2M · 175 accts · $250K emplr
Administrative expenses, itemized · 2024
Investment management$6,743
Total administrative$6,743
The Athens Paper Company, Inc. 401(k) match · 2024
Employer contribution per active participant$1,570
Median for plans this size$2,416
2024$1,570 per active participant
2023$1,200 per active participant
2022$1,190 per active participant

Athens Paper Company, Inc.'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 · 20243
RAYMOND JAMES & ASSOCIATES INC · Investment advisory (plan)$40,084
EMPOWER ADVISORY GROUP, LLC · Investment management$4,098

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

Administrative cost history3
2024$6,743 · 0.04%
2023$4,681 · 0.03%
2022$5,390 · 0.04%
Same employer
Similar plansWholesale Trade · Tennessee
Heavy Machines, LLC TN$19.7M · 0.14%
Svp Sewing Brands, LLC TN$19.6M · 0.20%
Eco-Energy, LLC TN$19.5M · 0.54%
Ces Power, LLC. TN$19.5M · 0.56%
The Bailey Company, Inc. TN$18.6M · 0.44%
Associated Packaging, Inc. TN$16.2M · 0.63%

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Source: U.S. Department of Labor, Form 5500 series, EIN 620790238 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.