Plan Ledger DOL Form 5500 · updated monthly

Golden Svcs, LLC401(k)

GOLDEN SVCS, LLC 401(K) PLAN & TRUST · OAK RIDGE, TN · plan year 2022

Reported admin expense ratio · 2022
0.72%

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

Golden Svcs, LLC reported $178,669 in plan administrative expenses for 2022: 0.72% of average plan assets, higher than ~90% of peers. Employer contributions averaged $2,450 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 fell from 0.72% to 0.44%. The plan sits in the $10M–$50M size bracket, benchmarked here against 26,806 comparable plans and shown alongside other administrative & support services employers. By assets it is the 585th-largest of 1,496 plans among Tennessee employers on file, and the 652nd of 2,534 in administrative & support services. In 2022, employees put in $1.09 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$18,515,001
Participants with balances829
Active participants683
Employer contributions$1,673,116
Employee contributions$1,816,473
Employer contribution per active participant$2,450
Average account balance$22,334
Benefits paid to participants$10,732,659
Plan auditUnmodified (clean) audit opinion
AuditorPW PARTNERS
Plan history3
Yearassets · accounts · employer contribution
2024$16.0M · 697 accts · $490K emplr
2023$17.5M · 667 accts · $545K emplr
2022$18.5M · 829 accts · $1.7M emplr
Administrative expenses, itemized · 2022
Investment management$178,669
Total administrative$178,669
The Golden Svcs, LLC 401(k) match · 2022
Employer contribution per active participant$2,450
Median for plans this size$2,266
2024$738 per active participant
2023$952 per active participant
2022$2,450 per active participant

Golden Svcs, LLC's 2022 employer contribution ran above the $2,266 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 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Recordkeeper by year2
2024Nationwide, REA & ASSOCIATES, INC.
2023Nationwide, REA & ASSOCIATES, INC.

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

Administrative cost history3
2024$73,107 · 0.44%
2023$128,144 · 0.71%
2022$178,669 · 0.72%
Same employer
Similar plansAdministrative & Support Services · Tennessee
Nextsource, Inc. TN$27.3M · 0.89%
Kemmons Wilson Companies TN$21.5M · 0.16%
Tbhc Delivers, LLC TN$15.3M · 0.57%
Mimeo, Inc. TN$14.7M · 0.68%
Invo Peo, Inc. TN$14.4M · 1.04%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 460864606 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.