Plan Ledger DOL Form 5500 · updated monthly

Helen Ross McNabb Center, Inc.403(b)

HELEN ROSS MCNABB CENTER, INC., RETIREMENT PLAN · KNOXVILLE, TN · plan year 2024

Reported admin expense ratio · 2024
0.16%

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

Helen Ross McNabb Center, Inc. reported $118,237 in plan administrative expenses for 2024: 0.16% of average plan assets, above the peer median. Employer contributions averaged $2,255 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 0.18% to 0.16%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other health care & social assistance employers. By assets it is the 212th-largest of 1,496 plans among Tennessee employers on file, and the 1,329th of 11,911 in health care & social assistance. In 2024, employees put in $1.26 for every $1.00 the employer contributed; active participation has grown from 1,031 to 1,157 since 2022.

Plan summary
Net assets, end of year$76,798,926
Participants with balances1,593
Active participants1,157
Employer contributions$2,609,329
Employee contributions$3,284,405
Employer contribution per active participant$2,255
Average account balance$48,210
Benefits paid to participants$6,557,303
Plan auditUnmodified (clean) audit opinion
AuditorPUGH & COMPANY
Plan history3
Yearassets · accounts · employer contribution
2024$76.8M · 1,593 accts · $2.6M emplr
2023$69.0M · 1,571 accts · $2.3M emplr
2022$57.1M · 1,401 accts · $2.1M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$84,530
Investment management$27,062
Trustee / custodial$6,645
Total administrative$118,237
Employer contributions to the Helen Ross McNabb Center, Inc. plan · 2024
Employer contribution per active participant$2,255
Median for plans this size$3,635
2024$2,255 per active participant
2023$1,980 per active participant
2022$2,038 per active participant

Helen Ross McNabb Center, Inc.'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 · 20241
THE TRUST COMPANY OF TENNESSEE · Recordkeeping · Trustee (discretionary)$118,238

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

Recordkeeper by year2
2024THE TRUST COMPANY OF TENNESSEE
2023THE TRUST COMPANY OF TENNESSEE

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

Administrative cost history3
2024$118,237 · 0.16%
2023$99,224 · 0.16%
2022$94,492 · 0.18%
Same employer
Similar plansHealth Care & Social Assistance · Tennessee
Cimplify TN$91.3M · 0.11%
Newstat, PLLC TN$81.8M · 0.15%

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Source: U.S. Department of Labor, Form 5500 series, EIN 620548914 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.