Plan Ledger DOL Form 5500 · updated monthly

Gish, Sherwood & Friends, Inc.401(k)

GISH, SHERWOOD & FRIENDS, INC. EMPLOYEE SAVINGS PLAN · NASHVILLE, TN · plan year 2024

Reported admin expense ratio · 2024
0.08%

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

Gish, Sherwood & Friends, Inc. reported $7,200 in plan administrative expenses for 2024: 0.08% of average plan assets, lower than ~75% of peers. Employer contributions averaged $2,205 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 0.00% to 0.08%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other professional & technical services employers. By assets it is among the smaller plans on file in Tennessee (845th of 1,496), and 8,062nd of 11,654 in professional & technical services. In 2024, employees put in $3.15 for every $1.00 the employer contributed; active participation has shrunk from 88 to 71 since 2022.

Plan summary
Net assets, end of year$9,776,483
Participants with balances161
Active participants71
Employer contributions$156,583
Employee contributions$492,960
Employer contribution per active participant$2,205
Average account balance$60,723
Benefits paid to participants$1,093,781
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$9.8M · 161 accts · $157K emplr
2023$8.8M · 166 accts
2022$7.4M · 181 accts · $6K emplr
The Gish, Sherwood & Friends, Inc. 401(k) match · 2024
Employer contribution per active participant$2,205
Median for plans this size$1,313
2024$2,205 per active participant
2022$69 per active participant

Gish, Sherwood & Friends, Inc.'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 · 20242
CETERA ADVISOR NETWORKS LLCindirect comp
FIDELITY INVESTMENTS INST. OPS · Loan processingindirect comp

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$7,200 · 0.08%
2023$125 · 0.00%
2022$175 · 0.00%
Similar plansProfessional & Technical Services · Tennessee
Rodefer Moss & Co, PLLC TN$12.4M · 0.35%
Qsource TN$11.8M · 0.48%
Merryman-Farr, LLC TN$11.1M · 0.68%
Thomas and Thorngren, Inc. TN$10.1M · 0.06%
Foam Holdings, Inc. TN$9.2M · 1.01%
Kirkpatrick Price, Inc. TN$8.7M · 0.07%
Careoperative, LLC TN$8.2M · 0.59%

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Source: U.S. Department of Labor, Form 5500 series, EIN 621032086 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.