Plan Ledger DOL Form 5500 · updated monthly

Elvis Presley Enterprises, Inc.401(k)

ELVIS PRESLEY ENTERPRISES INC. & AFFILIATES 401(K) PLAN · MEMPHIS, TN · plan year 2024

Reported admin expense ratio · 2024
0.55%

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

Elvis Presley Enterprises, Inc. reported $80,685 in plan administrative expenses for 2024: 0.55% of average plan assets, higher than ~75% of peers. Employer contributions averaged $704 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 has held roughly steady near 0.55%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other arts, entertainment & recreation employers. By assets it is the 669th-largest of 1,496 plans among Tennessee employers on file, and the 512th of 1,311 in arts, entertainment & recreation. In 2024, employees put in $2.57 for every $1.00 the employer contributed; active participation has grown from 293 to 393 since 2022.

Plan summary
Net assets, end of year$15,235,883
Participants with balances182
Active participants393
Employer contributions$276,827
Employee contributions$710,376
Employer contribution per active participant$704
Average account balance$83,714
Benefits paid to participants$1,823,558
Plan auditUnmodified (clean) audit opinion
AuditorREYNOLDS, BONE & GRIESBECK PLC
Plan history3
Yearassets · accounts · employer contribution
2024$15.2M · 182 accts · $277K emplr
2023$14.0M · 164 accts · $251K emplr
2022$12.3M · 157 accts · $228K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$35,891
Investment management$44,794
Total administrative$80,685
The Elvis Presley Enterprises, Inc. 401(k) match · 2024
Employer contribution per active participant$704
Median for plans this size$2,416
2024$704 per active participant
2023$512 per active participant
2022$780 per active participant

Elvis Presley Enterprises, 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
DUNCAN WILLIAMS ASSET MANAGEMENT · Investment advisory (plan)$44,794
FIDELITY WORKPLACE SERVICES LLC · Plan administrator · Trustee (discretionary)$35,890

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$80,685 · 0.55%
2023$73,661 · 0.56%
2022$80,102 · 0.56%
Same employer
Similar plansArts, Entertainment & Recreation · Tennessee
Memphis Basketball LLC TN$17.4M · 0.51%

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Source: U.S. Department of Labor, Form 5500 series, EIN 621113925 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.