Plan Ledger DOL Form 5500 · updated monthly

Cumberland Heights Foundation, Inc.401(k)

CUMBERLAND HEIGHTS FOUNDATION, INC. 401(K) RETIREMENT PLAN · NASHVILLE, TN · plan year 2024

Reported admin expense ratio · 2024
0.03%

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

Cumberland Heights Foundation, Inc. reported $4,181 in plan administrative expenses for 2024: 0.03% of average plan assets, lower than ~75% of peers. Employer contributions averaged $1,610 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 0.04% to 0.03%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other health care & social assistance employers. By assets it is the 683rd-largest of 1,496 plans among Tennessee employers on file, and the 4,535th of 11,911 in health care & social assistance. In 2024, employees put in $1.58 for every $1.00 the employer contributed; active participation has grown from 315 to 364 since 2022.

Plan summary
Net assets, end of year$14,777,597
Participants with balances260
Active participants364
Employer contributions$586,101
Employee contributions$927,289
Employer contribution per active participant$1,610
Average account balance$56,837
Benefits paid to participants$864,084
Plan auditUnmodified (clean) audit opinion
AuditorLBMC, PC
Plan history3
Yearassets · accounts · employer contribution
2024$14.8M · 260 accts · $586K emplr
2023$12.3M · 261 accts · $494K emplr
2022$10.8M · 237 accts · $477K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$4,181
Total administrative$4,181
The Cumberland Heights Foundation, Inc. 401(k) match · 2024
Employer contribution per active participant$1,610
Median for plans this size$2,416
2024$1,610 per active participant
2023$1,441 per active participant
2022$1,514 per active participant

Cumberland Heights Foundation, Inc.'s 2024 employer contribution ran below the $2,416 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
CAPITAL GROUP RETIREMENT PLAN SVCS. · Trustee (directed) · Other services$4,181

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$4,181 · 0.03%
2023$4,113 · 0.04%
2022$4,438 · 0.04%
Same employer
Similar plansHealth Care & Social Assistance · Tennessee
Conrad/Pearson Clinic, P.C. TN$15.4M · 0.25%
Monogram Health, Inc. TN$14.9M · 1.16%
Urgent Team Holdings, Inc. TN$14.9M · 1.12%
Nashville Dental, Inc. TN$14.4M · 0.66%
Haven Behavioral Health TN$14.0M · 0.93%

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Source: U.S. Department of Labor, Form 5500 series, EIN 626050684 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.