Plan Ledger DOL Form 5500 · updated monthly

Boys & Girls Clubs of the Tennessee Valley401(k)

BOYS AND GIRLS CLUBS OF THE TENNESSEE VALLEY 401(K) RETIREMENT PLAN · KNOXVILLE, TN · plan year 2024

Reported admin expense ratio · 2024
0.73%

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

Boys & Girls Clubs of the Tennessee Valley reported $46,797 in plan administrative expenses for 2024: 0.73% of average plan assets, above the peer median. Employer contributions averaged $1,627 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 0.78% to 0.73%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other health care & social assistance employers. By assets it is among the smaller plans on file in Tennessee (969th of 1,496), and 6,955th of 11,911 in health care & social assistance. In 2024, the employer put in $1.92 for every $1.00 employees contributed themselves; active participation has grown from 149 to 204 since 2022.

Plan summary
Net assets, end of year$6,821,496
Participants with balances165
Active participants204
Employer contributions$331,997
Employee contributions$172,906
Employer contribution per active participant$1,627
Average account balance$41,342
Benefits paid to participants$410,853
Plan auditUnmodified (clean) audit opinion
AuditorPYA, LLC
Plan history3
Yearassets · accounts · employer contribution
2024$6.8M · 165 accts · $332K emplr
2023$6.0M · 146 accts · $339K emplr
2022$5.2M · 114 accts · $324K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$27,098
Trustee / custodial$19,699
Total administrative$46,797
The Boys & Girls Clubs of the Tennessee Valley 401(k) match · 2024
Employer contribution per active participant$1,627
Median for plans this size$1,313
2024$1,627 per active participant
2023$2,118 per active participant
2022$2,173 per active participant

Boys & Girls Clubs of the Tennessee Valley's 2024 employer contribution ran above the $1,313 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 · 20241
THE TRUST COMPANY OF TENNESSEE · Recordkeeping · Trustee$46,797

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

Recordkeeper by year2
2024THE TRUST COMPANY OF TENNESSEE
2023THE TRUST COMPANY OF TENNESSEE

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$46,797 · 0.73%
2023$41,415 · 0.74%
2022$38,057 · 0.78%
Similar plansHealth Care & Social Assistance · Tennessee
Diversified Health Care TN$7.4M · 0.70%
Hutsonwood, Inc. TN$7.0M · 0.16%
Savida Management, Inc. TN$6.2M · 0.43%
Porter-Leath TN$6.1M · 1.05%

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Source: U.S. Department of Labor, Form 5500 series, EIN 620475743 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.