Plan Ledger DOL Form 5500 · updated monthly

Matthew Walker Comprehensive Health Center, Inc.401(k)

MATTHEW WALKER COMPREHENSIVE HEALTH CENTER, INC., 401(K) PLAN · NASHVILLE, TN · plan year 2024

Reported admin expense ratio · 2024
1.18%

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

Matthew Walker Comprehensive Health Center, Inc. reported $51,819 in plan administrative expenses for 2024: 1.18% of average plan assets, higher than ~75% of peers. Employer contributions averaged $2,639 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 rose from 1.04% to 1.18%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other health care & social assistance employers. By assets it is among the smaller plans on file in Tennessee (1,086th of 1,496), and 8,016th of 11,911 in health care & social assistance. In 2024, employees put in $1.19 for every $1.00 the employer contributed; active participation has shrunk from 111 to 95 since 2022.

Plan summary
Net assets, end of year$4,805,414
Participants with balances182
Active participants95
Employer contributions$250,748
Employee contributions$297,615
Employer contribution per active participant$2,639
Average account balance$26,403
Benefits paid to participants$179,689
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$4.8M · 182 accts · $251K emplr
2023$4.0M · 166 accts · $256K emplr
2022$3.5M · 165 accts · $237K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$35,758
Investment management$16,061
Total administrative$51,819
The Matthew Walker Comprehensive Health Center, Inc. 401(k) match · 2024
Employer contribution per active participant$2,639
Median for plans this size$1,313
2024$2,639 per active participant
2023$2,353 per active participant
2022$2,137 per active participant

Matthew Walker Comprehensive Health Center, 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.

Service providers · 20244
AMERIPRISE FINANCIAL INC DBA COLUMB · Investment advisory (plan)$7,343
AMERIPRISE FINANCIAL SERVICES LLC · Investment advisory (plan)$6,642
EMPOWER ADVISORY GROUP, LLC · Investment management$2,075

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

Administrative cost history3
2024$51,819 · 1.18%
2023$42,451 · 1.14%
2022$35,356 · 1.04%
Same employer
Similar plansHealth Care & Social Assistance · Tennessee
All Care Plus, Inc. TN$5.6M · 1.50%
Vanguard Healthcare, LLC TN$5.4M · 1.00%
Advancing Practitioners TN$4.9M · 0.48%
Life Bridges, Inc. TN$4.6M · 2.00%
Chattanooga Cares, Inc. TN$4.3M · 0.91%

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Source: U.S. Department of Labor, Form 5500 series, EIN 621035426 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.