Plan Ledger DOL Form 5500 · updated monthly

Paladin Capital, Inc.401(k)

DISTRIBUTING SERVICES 401(K) PLAN · NASHVILLE, TN · plan year 2022

Reported admin expense ratio · 2022
0.53%

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

Paladin Capital, Inc. reported $153,238 in plan administrative expenses for 2022: 0.53% of average plan assets, higher than ~75% of peers. Employer contributions averaged $575 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 0.53% to 0.45%. The plan sits in the $10M–$50M size bracket, benchmarked here against 26,806 comparable plans and shown alongside other transportation & warehousing employers. By assets it is the 458th-largest of 1,496 plans among Tennessee employers on file, and the 608th of 2,677 in transportation & warehousing. In 2022, employees put in $2.68 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$26,580,841
Participants with balances1,169
Active participants1,793
Employer contributions$1,030,390
Employee contributions$2,756,859
Employer contribution per active participant$575
Average account balance$22,738
Benefits paid to participants$4,369,767
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$26.1M · 819 accts
2023$24.7M · 867 accts · $596K emplr
2022$26.6M · 1,169 accts · $1.0M emplr
Administrative expenses, itemized · 2022
Recordkeeping & contract admin$123,257
Investment management$29,981
Total administrative$153,238
The Paladin Capital, Inc. 401(k) match · 2022
Employer contribution per active participant$575
Median for plans this size$2,266
2023$568 per active participant
2022$575 per active participant

Paladin Capital, Inc.'s 2022 employer contribution ran below the $2,266 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 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history3
2024$114,846 · 0.45%
2023$179,276 · 0.70%
2022$153,238 · 0.53%
Same employer
Similar plansTransportation & Warehousing · Tennessee
Kc Piggyback Holdings, LLC TN$40.0M · 0.34%
V Alexander & Co., Inc. TN$36.0M · 0.42%
Cryoport, Inc. TN$22.3M · 0.31%
Vrc Companies, LLC TN$21.7M · 0.50%
Tcw Admin, Inc. TN$19.5M · 0.82%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 621377407 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.