Plan Ledger DOL Form 5500 · updated monthly

Pella Tennessee, LLC401(k)

PELLA TENNESSEE 401(K) PLAN · NASHVILLE, TN · plan year 2024

Reported admin expense ratio · 2024
0.69%

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

Pella Tennessee, LLC reported $39,607 in plan administrative expenses for 2024: 0.69% of average plan assets, above the peer median. Employer contributions averaged $2,417 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 0.28% to 0.69%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other wholesale trade employers. By assets it is among the smaller plans on file in Tennessee (1,011th of 1,496), and 3,500th of 4,246 in wholesale trade. In 2024, employees put in $2.91 for every $1.00 the employer contributed; active participation has shrunk from 110 to 89 since 2022.

Plan summary
Net assets, end of year$6,002,340
Participants with balances109
Active participants89
Employer contributions$215,086
Employee contributions$625,732
Employer contribution per active participant$2,417
Average account balance$55,067
Benefits paid to participants$254,257
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$6.0M · 109 accts · $215K emplr
2023$5.4M · 131 accts · $245K emplr
2022$4.4M · 124 accts · $181K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$25,588
Investment management$14,019
Total administrative$39,607
The Pella Tennessee, LLC 401(k) match · 2024
Employer contribution per active participant$2,417
Median for plans this size$1,313
2024$2,417 per active participant
2023$2,229 per active participant
2022$1,645 per active participant

Pella Tennessee, LLC'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 · 20242
CAPITAL GROUP RETIREMENT PLAN SVCS. · Trustee (directed) · Other services$25,588
STIFEL NICOLAUS & CO INC · Investment advisory (plan)$14,019

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$39,607 · 0.69%
2023$15,111 · 0.31%
2022$14,081 · 0.28%
Same employer
Similar plansWholesale Trade · Tennessee
Highland LLC TN$6.3M · 0.58%
Lpi Holdco Inc. TN$6.3M · 0.00%
Fusionsite Services LLC TN$6.1M · 1.10%
Rogers Petroleum, Inc. TN$6.1M · 0.43%
Hyosung Hico, LTD TN$5.8M · 0.41%

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Source: U.S. Department of Labor, Form 5500 series, EIN 202745077 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.