Plan Ledger DOL Form 5500 · updated monthly

Complete Holdings Group, Inc.401(k)

COMPLETE HOLDINGS GROUP, INC., 401(K) PLAN · FRANKLIN, TN · plan year 2024

Reported admin expense ratio · 2024
0.56%

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

Complete Holdings Group, Inc. reported $76,689 in plan administrative expenses for 2024: 0.56% of average plan assets, higher than ~75% of peers. Employer contributions averaged $1,176 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 0.56%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other professional & technical services employers. By assets it is the 645th-largest of 1,496 plans among Tennessee employers on file, and 6,343rd of 11,654 in professional & technical services. In 2024, employees put in $2.06 for every $1.00 the employer contributed; active participation has grown from 437 to 819 since 2022.

Plan summary
Net assets, end of year$16,006,400
Participants with balances564
Active participants819
Employer contributions$963,066
Employee contributions$1,982,615
Employer contribution per active participant$1,176
Average account balance$28,380
Benefits paid to participants$1,352,701
Plan auditUnmodified (clean) audit opinion
AuditorLBMC
Plan history3
Yearassets · accounts · employer contribution
2024$16.0M · 564 accts · $963K emplr
2023$11.3M · 541 accts · $891K emplr
2022$6.2M · 340 accts · $541K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$51,839
Investment management$24,850
Total administrative$76,689
The Complete Holdings Group, Inc. 401(k) match · 2024
Employer contribution per active participant$1,176
Median for plans this size$2,416
2024$1,176 per active participant
2023$994 per active participant
2022$1,237 per active participant

Complete Holdings Group, Inc.'s 2024 employer contribution ran below the $2,416 median for plans its size, in the bottom 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
JOHN HANCOCK USA · Recordkeeping · Loan processing$51,923
HARBOR INVESTMENT ADVISORY · Consulting · Investment advisory (plan)$24,766

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

Recordkeeper by year2
2024John Hancock
2023John Hancock

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

Administrative cost history3
2024$76,689 · 0.56%
2023$55,463 · 0.63%
2022$2,625 · 0.04%
Similar plansProfessional & Technical Services · Tennessee
Banc Card of America, Inc TN$17.2M · 0.50%
Allen & Hoshall, Inc. TN$16.2M · 0.24%
Vehlo Purchaser, LLC TN$16.1M · 0.69%
FedEx Dataworks, Inc. TN$15.8M · 0.14%
Uniguest, Inc. TN$15.7M · 0.54%
Spectra Tech, Inc. TN$15.6M · 0.23%
The White Stone Group, Inc. TN$15.2M · 0.34%

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Source: U.S. Department of Labor, Form 5500 series, EIN 621811667 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.