Plan Ledger DOL Form 5500 · updated monthly

Leitner, Williams, Dooley & Napolitan, PLLC401(k)

LEITNER, WILLIAMS, DOOLEY & NAPOLITAN, PLLC RETIREMENT SAVINGS PLAN · CHATTANOOGA, TN · plan year 2024

Reported admin expense ratio · 2024
0.47%

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

Leitner, Williams, Dooley & Napolitan, PLLC reported $103,298 in plan administrative expenses for 2024: 0.47% of average plan assets, higher than ~75% of peers. Employer contributions averaged $1,169 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 0.51% to 0.47%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other professional & technical services employers. By assets it is the 498th-largest of 1,496 plans among Tennessee employers on file, and the 4,957th of 11,654 in professional & technical services. In 2024, employees put in $5.27 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$23,620,611
Participants with balances117
Active participants49
Employer contributions$57,275
Employee contributions$301,647
Employer contribution per active participant$1,169
Average account balance$201,886
Benefits paid to participants$1,669,583
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$23.6M · 117 accts · $57K emplr
2023$20.5M · 116 accts · $77K emplr
2022$22.2M · 123 accts · $81K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$38,034
Investment management$65,264
Total administrative$103,298
The Leitner, Williams, Dooley & Napolitan, PLLC 401(k) match · 2024
Employer contribution per active participant$1,169
Median for plans this size$2,416
2024$1,169 per active participant
2023$1,664 per active participant
2022$1,595 per active participant

Leitner, Williams, Dooley & Napolitan, PLLC's 2024 employer contribution ran below the $2,416 median for plans its size, in the bottom 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.

Service providers · 20243
JOHN HANCOCK LIFE INSURANCE COMPANY · Recordkeeping · Investment management$31,146
ACUFF & ASSOCIATES, INC. · Recordkeeping$6,888
RAYMOND JAMES & ASSOCIATES, INC. · Investment advisory (participants) · Investment management$22,281

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

Recordkeeper by year2
2024ACUFF & ASSOCIATES, INC., John Hancock
2023ACUFF & ASSOCIATES, INC., John Hancock

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

Administrative cost history3
2024$103,298 · 0.47%
2023$106,442 · 0.50%
2022$127,785 · 0.51%
Similar plansProfessional & Technical Services · Tennessee
Pickering, Inc. TN$24.2M · 0.55%
Ncontracts LLC TN$23.9M · 0.34%
Nokian Tyres, Inc. TN$23.9M · 0.16%
Profitsolv Purchaser, Inc. TN$23.7M · 0.45%
Pophealthcare, LLC TN$20.0M · 0.50%

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Source: U.S. Department of Labor, Form 5500 series, EIN 620520912 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.