Plan Ledger DOL Form 5500 · updated monthly

Moody Dunbar, Inc.Profit-sharing plan

MOODY DUNBAR, INC. PROFIT SHARING PLAN · JOHNSON CITY, TN · plan year 2024

Reported admin expense ratio · 2024
0.71%

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

Moody Dunbar, Inc. reported $89,939 in plan administrative expenses for 2024: 0.71% of average plan assets, higher than ~90% of peers. Employer contributions averaged $4,023 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 0.66% to 0.71%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other manufacturing employers. By assets it is the 724th-largest of 1,496 plans among Tennessee employers on file, and 7,531st of 13,661 in manufacturing. active participation has shrunk from 174 to 87 since 2022.

Plan summary
Net assets, end of year$13,581,291
Participants with balances195
Active participants87
Employer contributions$350,000
Employee contributions$0
Employer contribution per active participant$4,023
Average account balance$69,648
Benefits paid to participants$413,703
Plan auditUnmodified (clean) audit opinion
AuditorLEWIS AND ASSOCIATES, CPA LLC
Plan history3
Yearassets · accounts · employer contribution
2024$13.6M · 195 accts · $350K emplr
2023$11.7M · 169 accts
2022$12.4M · 182 accts
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$53,461
Investment management$25,978
Audit (IQPA)$10,500
Total administrative$89,939
Employer contributions to the Moody Dunbar, Inc. plan · 2024
Employer contribution per active participant$4,023
Median for plans this size$2,416

Moody Dunbar, Inc.'s 2024 employer contribution ran above 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 · 20244
ONEDIGITAL INVESTMENT ADVISORS LLC · Investment advisory (plan)$25,400
LEWIS & ASSOCIATES PC · Accounting / audit$10,500
EMPOWER ADVISORY GROUP, LLC · Investment management$578

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$89,939 · 0.71%
2023$84,200 · 0.70%
2022$89,369 · 0.66%
Similar plansManufacturing · Tennessee
Games Workshop Retail, Inc. TN$13.7M · 0.77%
Pattison Sign Group, Inc. TN$13.2M · 0.75%
Nkc of America Inc TN$12.9M · 0.09%
Oliver Technologies, Inc. TN$12.6M · 0.59%

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Source: U.S. Department of Labor, Form 5500 series, EIN 620629133 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.