Plan Ledger DOL Form 5500 · updated monthly

Baker Donelson Bearman Caldwell & Berkowitz P.C.401(k)

BAKER DONELSON BEARMAN CALDWELL & BERKOWITZ RETIREMENT SAVINGS PLAN · MEMPHIS, TN · plan year 2024

Reported admin expense ratio · 2024
0.07%

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

Baker Donelson Bearman Caldwell & Berkowitz P.C. reported $413,936 in plan administrative expenses for 2024: 0.07% of average plan assets, below the peer median. Employer contributions averaged $18,275 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 0.04% to 0.07%. The plan sits in the $250M–$1B size bracket, benchmarked here against 2,883 comparable plans and shown alongside other professional & technical services employers. By assets it is the 38th-largest of 1,496 plans among Tennessee employers on file, and the 285th of 11,654 in professional & technical services. In 2024, the employer put in $1.25 for every $1.00 employees contributed themselves; active participation has grown from 1,031 to 1,160 since 2022.

Plan summary
Net assets, end of year$627,568,677
Participants with balances1,622
Active participants1,160
Employer contributions$21,198,571
Employee contributions$17,017,029
Employer contribution per active participant$18,275
Average account balance$386,910
Benefits paid to participants$48,201,716
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$627.6M · 1,622 accts · $21.2M emplr
2023$556.9M · 1,578 accts · $16.8M emplr
2022$501.3M · 1,606 accts · $14.9M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$45,253
Total administrative$413,936
The Baker Donelson Bearman Caldwell & Berkowitz P.C. 401(k) match · 2024
Employer contribution per active participant$18,275
Median for plans this size$4,294
2024$18,275 per active participant
2023$15,456 per active participant
2022$14,497 per active participant

Baker Donelson Bearman Caldwell & Berkowitz P.C.'s 2024 employer contribution ran above the $4,294 median for plans its size, placing it in the top quarter of its peers. 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 · 202412
EUDAIMONIA ADVISORS LLC · Investment advisory (participants)$66,596
RFG ADVISORY LLC · Investment advisory (participants)$42,621
BURLEIGH CONSULTING GROUP · Contract administrator$37,250
DELTA ASSET MANAGEMENT LLC · Investment advisory (participants)$36,186
BUCKINGHAM STRATEGIC PARTNERS · Investment advisory (participants)$27,391
ENVESTNET ASSET MANAGEMENT INC · Investment advisory (participants)$25,256
KINGSWOOD WEALTH ADVISORS LLC · Investment advisory (participants)$25,097
WAVERLY ADVISORS LLC · Investment advisory (participants)$24,733
BAY HARBOR WEALTH MANAGEMENT · Investment advisory (participants)$18,964
CAPITAL SOUTH WEALTH MANAGEMENT · Investment advisory (participants)$15,791
WADDELL & ASSOCIATES LLC · Investment advisory (participants)$13,843
LMCG INVESTMENTS LLC · Investment advisory (participants)$13,354

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$413,936 · 0.07%
2023$123,294 · 0.02%
2022$235,281 · 0.04%
Same employer
Similar plansProfessional & Technical Services · Tennessee
Dayforce US, Inc. MN$633.5M · 0.06%
Moss Adams LLP WA$633.4M · 0.12%
Fortinet, Inc. CA$628.8M · 0.04%
Jenner & Block LLP IL$624.1M · 0.02%
Jackson Lewis P.C. NY$623.9M · 0.04%
Docusign, Inc. CA$620.4M · 0.05%

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Source: U.S. Department of Labor, Form 5500 series, EIN 621047356 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.