Plan Ledger DOL Form 5500 · updated monthly

Florence Crittenton Agency401(k)

403(B) THRIFT PLAN FOR EMPLOYEES OF FLORENCE CRITTENTON AGENCY · KNOXVILLE, TN · plan year 2024

Reported admin expense ratio · 2024
0.05%

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

Florence Crittenton Agency reported $1,266 in plan administrative expenses for 2024: 0.05% of average plan assets, lower than ~75% of peers. Employer contributions averaged $1,950 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 rose from 0.02% to 0.05%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other health care & social assistance employers. By assets it is among the smaller plans on file in Tennessee (1,271st of 1,496), and 9,609th of 11,911 in health care & social assistance. In 2024, employees put in $1.45 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$2,538,681
Participants with balances67
Active participants47
Employer contributions$91,630
Employee contributions$132,512
Employer contribution per active participant$1,950
Average account balance$37,891
Benefits paid to participants$473,714
Plan auditUnmodified (clean) audit opinion
AuditorPUGH & COMPANY
Plan history3
Yearassets · accounts · employer contribution
2024$2.5M · 67 accts · $92K emplr
2023$2.5M · 106 accts · $78K emplr
2022$2.3M · 131 accts · $76K emplr
The Florence Crittenton Agency 401(k) match · 2024
Employer contribution per active participant$1,950
Median for plans this size$1,313
2024$1,950 per active participant
2023$2,004 per active participant
2022$1,775 per active participant

Florence Crittenton Agency's 2024 employer contribution ran above the $1,313 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
MUTUAL OF AMERICA INVESTMENT CORP · Claims processing · Recordkeeping$1,266

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

Recordkeeper by year2
2024Mutual of America
2023Mutual of America

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$1,266 · 0.05%
2023$274 · 0.01%
2022$611 · 0.02%
Similar plansHealth Care & Social Assistance · Tennessee
Rhc Group Management, LLC TN$2.8M · 0.10%
Alana Healthcare, LLC TN$2.5M · 1.11%
Vsl Employee Co. LLC TN$2.3M · 1.21%
Meritan, Inc. TN$2.3M · 0.16%
Ave Maria Home TN$2.2M · 0.97%

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Source: U.S. Department of Labor, Form 5500 series, EIN 626044288 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.