Plan Ledger DOL Form 5500 · updated monthly

Campbell, Cunningham, & Taylor P.C.401(k)

CAMPBELL, CUNNINGHAM & TAYLOR, P.C. 401(K) PROFIT SHARING PLAN · KNOXVILLE, TN · plan year 2023

Reported admin expense ratio · 2023
0.23%

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

Campbell, Cunningham, & Taylor P.C. reported $26,701 in plan administrative expenses for 2023: 0.23% of average plan assets, below the peer median. Employer contributions averaged $1,945 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 1 year on file its reported administrative ratio rose from 0.22% to 0.23%. The plan sits in the $10M–$50M size bracket, benchmarked here against 26,779 comparable plans and shown alongside other health care & social assistance employers. By assets it is among the smaller plans on file in Tennessee (777th of 1,496), and the 5,194th of 11,911 in health care & social assistance. In 2023, employees put in $1.86 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$11,848,943
Participants with balances171
Active participants115
Employer contributions$223,683
Employee contributions$415,408
Employer contribution per active participant$1,945
Average account balance$69,292
Benefits paid to participants$2,083,367
Plan auditUnmodified (clean) audit opinion
Plan history2
Yearassets · accounts · employer contribution
2023$11.8M · 171 accts · $224K emplr
2022$11.3M · 161 accts · $212K emplr
Administrative expenses, itemized · 2023
Recordkeeping & contract admin$1,635
Investment management$19,004
Total administrative$26,701
The Campbell, Cunningham, & Taylor P.C. 401(k) match · 2023
Employer contribution per active participant$1,945
Median for plans this size$2,440
2023$1,945 per active participant
2022$2,139 per active participant

Campbell, Cunningham, & Taylor P.C.'s 2023 employer contribution ran below the $2,440 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 2023 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20233
FIRST HORIZON ADVISORS INC · Investment advisory (plan)$19,004
ONEDIGITAL INVESTMENT ADVISORS LLC$6,062

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

Administrative cost history2
2023$26,701 · 0.23%
2022$26,870 · 0.22%
Similar plansHealth Care & Social Assistance · Tennessee
Signal Centers TN$12.4M · 0.72%
Alive Hospice, Inc. TN$11.8M · 0.79%
Axial Healthcare TN$11.5M · 1.07%

Why are you looking at this plan?

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Source: U.S. Department of Labor, Form 5500 series, EIN 620849027 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.