Plan Ledger DOL Form 5500 · updated monthly

Davidson Transit Organization401(k)

DAVIDSON TRANSIT ORGANIZATION 401(K) PLAN · NASHVILLE, TN · plan year 2025

Reported admin expense ratio · 2025
1.43%

Davidson Transit Organization reported $52,573 in plan administrative expenses for 2025: 1.43% of average plan assets, higher than ~90% of peers. 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 4 years on file its reported administrative ratio has held roughly steady near 1.427%. The plan sits in the $1M–$10M size bracket, benchmarked here against 809 comparable plans and shown alongside other transportation & warehousing employers. By assets it is among the smaller plans on file in Tennessee (1,151st of 1,496), and 1,777th of 2,677 in transportation & warehousing. active participation has grown from 770 to 951 since 2022.

Plan summary
Net assets, end of year$4,052,952
Participants with balances163
Active participants951
Employer contributions—
Employee contributions$569,552
Employer contribution per active participant—
Average account balance$24,865
Benefits paid to participants$634,619
Plan auditUnmodified (clean) audit opinion
Plan history4
Yearassets · accounts · employer contribution
2025$4.1M · 163 accts
2024$3.3M · 158 accts
2023$2.8M · 164 accts
2022$2.3M · 167 accts
Administrative expenses, itemized · 2025
Recordkeeping & contract admin$52,573
Total administrative$52,573
What these fees cost you

Annual cost at the plan's reported 2025 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20252
TRANSAMERICA LIFE INSURANCE COMPANY · Recordkeeping · Loan processing$31,881
ADMIN. GROUP, LLC DBA TAG RESOURCES · Recordkeeping · Loan processing$20,692

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

Recordkeeper by year3
2025ADMIN. GROUP, LLC DBA TAG RESOURCES, Transamerica
2024ADMIN. GROUP, LLC DBA TAG RESOURCES, Transamerica
2023ADMIN. GROUP, LLC DBA TAG RESOURCES, Transamerica

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Administrative cost history4
2025$52,573 · 1.43%
2024$42,251 · 1.38%
2023$37,009 · 1.45%
2022$34,555 · 1.43%
Same employer
Similar plansTransportation & Warehousing · Tennessee
Jnj Express Inc. TN$5.2M · 1.02%
First Express, Inc. TN$5.0M · 0.68%
Nationwide Express, Inc. TN$4.9M · 0.27%
Empire Express, Inc. TN$4.7M · 0.42%
Mid South Transport , Inc TN$3.0M · 0.06%
Southerland, Inc. TN$2.8M · 0.79%
Wilson Air Center LLC TN$2.5M · 0.42%

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Source: U.S. Department of Labor, Form 5500 series, EIN 621516937 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.