Plan Ledger DOL Form 5500 · updated monthly

Kc Piggyback Holdings, LLC401(k)

USMMG 401(K) SAVINGS PLAN · FRANKLIN, TN · plan year 2024

Reported admin expense ratio · 2024
0.34%

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

Kc Piggyback Holdings, LLC reported $82,480 in plan administrative expenses for 2024: 0.34% of average plan assets, above the peer median. Employer contributions averaged $1,626 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 1 year on file its reported administrative ratio rose from 0.20% to 0.34%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other transportation & warehousing employers. By assets it is the 326th-largest of 1,496 plans among Tennessee employers on file, and the 445th of 2,677 in transportation & warehousing. In 2024, employees put in $1.80 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$40,044,181
Participants with balances811
Active participants915
Employer contributions$1,488,180
Employee contributions$2,679,472
Employer contribution per active participant$1,626
Average account balance$49,376
Benefits paid to participants$5,500,526
Plan auditUnmodified (clean) audit opinion
AuditorCJ CPAS
Plan history2
Yearassets · accounts · employer contribution
2024$40.0M · 811 accts · $1.5M emplr
2023$8.2M · 360 accts · $605K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$8,305
Investment management$74,175
Total administrative$82,480
The Kc Piggyback Holdings, LLC 401(k) match · 2024
Employer contribution per active participant$1,626
Median for plans this size$2,416
2024$1,626 per active participant
2023$1,336 per active participant

Kc Piggyback Holdings, LLC's 2024 employer contribution ran below the $2,416 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
TCG GROUP HOLDINGS, LLP · Claims processing · Recordkeeping$82,480

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

Recordkeeper by year2
2024TCG GROUP HOLDINGS, LLP
2023TCG GROUP HOLDINGS, LLP

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Administrative cost history2
2024$82,480 · 0.34%
2023$16,037 · 0.20%
Same employer
Similar plansTransportation & Warehousing · Tennessee
Imc Companies, LLC TN$62.0M · 0.61%
Firstfleet, Inc TN$48.4M · 0.71%
V Alexander & Co., Inc. TN$36.0M · 0.42%
Paladin Capital, Inc. TN$26.6M · 0.53%

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Source: U.S. Department of Labor, Form 5500 series, EIN 852091679 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.