Plan Ledger DOL Form 5500 · updated monthly

Data Facts, Inc.401(k)

DATA FACTS, INC. PROFIT SHARING PLAN · CORDOVA, TN · plan year 2022

Reported admin expense ratio · 2022
0.68%

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

Data Facts, Inc. reported $37,916 in plan administrative expenses for 2022: 0.68% of average plan assets, above the peer median. Employer contributions averaged $5,808 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.

The plan sits in the $1M–$10M size bracket, benchmarked here against 30,021 comparable plans and shown alongside other administrative & support services employers. By assets it is among the smaller plans on file in Tennessee (1,055th of 1,496), and 1,410th of 2,534 in administrative & support services. In 2022, the employer put in $1.46 for every $1.00 employees contributed themselves.

Plan summary
Net assets, end of year$5,239,380
Participants with balances82
Active participants55
Employer contributions$319,440
Employee contributions$219,299
Employer contribution per active participant$5,808
Average account balance$63,895
Benefits paid to participants$306,948
Plan auditUnmodified (clean) audit opinion
AuditorMAYER HOFFMAN MCCANN PC
Administrative expenses, itemized · 2022
Recordkeeping & contract admin$14,656
Investment management$23,260
Total administrative$37,916
The Data Facts, Inc. 401(k) match · 2022
Employer contribution per active participant$5,808
Median for plans this size$1,114

Data Facts, Inc.'s 2022 employer contribution ran above the $1,114 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 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history1
2022$37,916 · 0.68%
Similar plansAdministrative & Support Services · Tennessee
Sms Holdings Corp. TN$8.6M · 1.54%
United Tn Holdings, Inc. TN$8.4M · 0.46%
Key Rehabilitation Inc TN$8.0M · 0.55%
Hri Holdings, Inc. TN$5.9M · 0.10%
World Travel Service, LLC TN$4.9M · 0.63%
Smc Recycling, Inc. TN$4.1M · 0.50%
Emory Valley Center TN$4.1M · 0.68%

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Source: U.S. Department of Labor, Form 5500 series, EIN 621404804 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.