Plan Ledger DOL Form 5500 · updated monthly

Bass, Berry & Sims401(k)

BASS, BERRY & SIMS RETIREMENT & SAVINGS PLAN · NASHVILLE, TN · plan year 2024

Reported admin expense ratio · 2024
0.02%

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

Bass, Berry & Sims reported $68,587 in plan administrative expenses for 2024: 0.02% of average plan assets, lower than ~75% of peers. Employer contributions averaged $20,528 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 0.05% to 0.02%. 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 63rd-largest of 1,496 plans among Tennessee employers on file, and the 484th of 11,654 in professional & technical services. In 2024, the employer put in $1.17 for every $1.00 employees contributed themselves.

Plan summary
Net assets, end of year$355,447,493
Participants with balances719
Active participants528
Employer contributions$10,838,814
Employee contributions$9,267,101
Employer contribution per active participant$20,528
Average account balance$494,364
Benefits paid to participants$34,099,495
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$355.4M · 719 accts · $10.8M emplr
2023$320.6M · 747 accts · $9.7M emplr
2022$255.5M · 732 accts · $9.0M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$58,770
Total administrative$68,587
The Bass, Berry & Sims 401(k) match · 2024
Employer contribution per active participant$20,528
Median for plans this size$4,294
2024$20,528 per active participant
2023$18,070 per active participant
2022$16,511 per active participant

Bass, Berry & Sims'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 · 20242
PRINCIPAL LIFE INSURANCE COMPANY · Contract administrator$57,156
DELTA ASSET MANAGEMENT LLC · Investment advisory (participants)$9,817

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$68,587 · 0.02%
2023$163,492 · 0.06%
2022$155,469 · 0.05%
Same employer
Similar plansProfessional & Technical Services · Tennessee
Haynes and Boone, LLP TX$360.5M · 0.03%
Erc, Inc. AL$358.9M · 0.14%
Aaa Northeast RI$358.2M · 0.04%
Forrester Research Inc MA$357.5M · 0.01%
Hibu Inc. IA$351.7M · 0.09%
Lathrop Gpm LLP MO$349.2M · 0.07%
Innova Solutions, Inc. GA$348.8M · 0.21%

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Source: U.S. Department of Labor, Form 5500 series, EIN 620125540 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.