Plan Ledger DOL Form 5500 · updated monthly

Kirkpatrick Price, Inc.401(k)

KIRKPATRICK PRICE, INC. 401(K) PLAN · NASHVILLE, TN · plan year 2024

Reported admin expense ratio · 2024
0.07%

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

Kirkpatrick Price, Inc. reported $5,660 in plan administrative expenses for 2024: 0.07% of average plan assets, lower than ~75% of peers. Employer contributions averaged $4,301 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 0.17% to 0.07%. 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 (888th of 1,496), and 8,433rd of 11,654 in professional & technical services. In 2024, employees put in $2.04 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$8,668,843
Participants with balances139
Active participants112
Employer contributions$481,656
Employee contributions$980,946
Employer contribution per active participant$4,301
Average account balance$62,366
Benefits paid to participants$1,024,592
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$8.7M · 139 accts · $482K emplr
2023$7.1M · 123 accts · $404K emplr
2022$5.4M · 112 accts · $381K emplr
The Kirkpatrick Price, Inc. 401(k) match · 2024
Employer contribution per active participant$4,301
Median for plans this size$1,313
2024$4,301 per active participant
2023$3,368 per active participant
2022$3,401 per active participant

Kirkpatrick Price, Inc.'s 2024 employer contribution ran above the $1,313 median for plans its size, placing it in the top quarter of its peers. 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.

Administrative cost history3
2024$5,660 · 0.07%
2023$3,658 · 0.06%
2022$9,398 · 0.17%
Same employer
Similar plansProfessional & Technical Services · Tennessee
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%
Careoperative, LLC TN$8.2M · 0.59%
The 615 Group, LLC TN$7.7M · 0.68%
Premium Guard, Inc. TN$7.5M · 0.95%

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Source: U.S. Department of Labor, Form 5500 series, EIN 831273730 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.