Plan Ledger DOL Form 5500 · updated monthly

G. M. Lawrence & Co.401(k)

THE LAWRENCE GROUP COMPANIES 401(K) PLAN · NASHVILLE, TN · plan year 2024

Reported admin expense ratio · 2024
0.35%

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

G. M. Lawrence & Co. reported $324,833 in plan administrative expenses for 2024: 0.35% of average plan assets, higher than ~90% of peers. Employer contributions averaged $2,670 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 0.21% to 0.35%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other finance & insurance employers. By assets it is the 171st-largest of 1,496 plans among Tennessee employers on file, and the 1,033rd of 4,798 in finance & insurance. In 2024, employees put in $1.91 for every $1.00 the employer contributed; active participation has shrunk from 1,087 to 942 since 2022.

Plan summary
Net assets, end of year$96,227,215
Participants with balances1,104
Active participants942
Employer contributions$2,515,347
Employee contributions$4,813,004
Employer contribution per active participant$2,670
Average account balance$87,162
Benefits paid to participants$12,374,804
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$96.2M · 1,104 accts · $2.5M emplr
2023$88.7M · 1,153 accts · $2.9M emplr
2022$85.3M · 1,274 accts · $3.1M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$324,833
Total administrative$324,833
The G. M. Lawrence & Co. 401(k) match · 2024
Employer contribution per active participant$2,670
Median for plans this size$3,635
2024$2,670 per active participant
2023$3,066 per active participant
2022$2,828 per active participant

G. M. Lawrence & Co.'s 2024 employer contribution ran below the $3,635 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 · 20246
MERCER GLOBAL ADVISORS INC · Investment advisory (plan)$68,473
AON RISK SERVICES SOUTH INC.$57,994
ACUFF & ASSOCIATES INC · Contract administrator$30,180
CLIFTON LARSON ALLEN WEALTH ADVISOR · Accounting / audit$8,400
BASS, BERRY & SIMS PLC · Legal$3,434

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$324,833 · 0.35%
2023$187,363 · 0.22%
2022$193,043 · 0.21%
Same employer
Similar plansFinance & Insurance · Tennessee
Eastman Credit Union TN$146.1M · 0.02%
Fb Financial Corporation TN$138.3M · 0.22%
Wilson Bank & Trust Company TN$91.1M · 0.06%

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Source: U.S. Department of Labor, Form 5500 series, EIN 464308986 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.