Plan Ledger DOL Form 5500 · updated monthly

Developmental Services of Dickson County403(b)

DEVELOPMENTAL SERVICES RETIREMENT PLAN · DICKSON, TN · plan year 2025

Reported admin expense ratio · 2025
0.73%

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

Developmental Services of Dickson County reported $68,977 in plan administrative expenses for 2025: 0.73% of average plan assets, above the peer median. Employer contributions averaged $1,379 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 3 years on file its reported administrative ratio rose from 0.41% to 0.73%. The plan sits in the $1M–$10M size bracket, benchmarked here against 809 comparable plans and shown alongside other health care & social assistance employers. By assets it is among the smaller plans on file in Tennessee (848th of 1,496), and the 5,799th of 11,911 in health care & social assistance. In 2025, employees put in $1.12 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$9,701,214
Participants with balances218
Active participants213
Employer contributions$293,704
Employee contributions$329,382
Employer contribution per active participant$1,379
Average account balance$44,501
Benefits paid to participants$1,181,558
Plan auditUnmodified (clean) audit opinion
AuditorBLANKENSHIP CPA GROUP, LLC
Plan history4
Yearassets · accounts · employer contribution
2025$9.7M · 218 accts · $294K emplr
2024$9.1M · 226 accts · $305K emplr
2023$8.7M · 232 accts · $290K emplr
2022$7.6M · 234 accts · $299K emplr
Administrative expenses, itemized · 2025
Investment management$68,733
Total administrative$68,977
Employer contributions to the Developmental Services of Dickson County plan · 2025
Employer contribution per active participant$1,379
Median for plans this size$1,464
2025$1,379 per active participant
2024$1,426 per active participant
2023$1,389 per active participant
2022$1,402 per active participant

Developmental Services of Dickson County's 2025 employer contribution ran below the $1,464 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 2025 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20253
LEAFHOUSE FINANCIAL ADVISORS$3,429
ACCESS RETIREMENT SERVICES LLC · Other services$677
CETERA ADVISOR NETWORKS LLCindirect comp

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

Administrative cost history4
2025$68,977 · 0.73%
2024$70,796 · 0.79%
2023$48,407 · 0.59%
2022$32,322 · 0.41%
Same employer
Similar plansHealth Care & Social Assistance · Tennessee
Shearwater Health TN$9.8M · 1.17%
Medical Care, PLLC TN$9.2M · 0.78%

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Source: U.S. Department of Labor, Form 5500 series, EIN 620918500 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.