Plan Ledger DOL Form 5500 · updated monthly

S & S Property Management, Inc.401(k)

S & S PROPERTY MANAGEMENT, INC. 401(K) PLAN · NASHVILLE, TN · plan year 2023

Reported admin expense ratio · 2023
0.85%

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

S & S Property Management, Inc. reported $28,313 in plan administrative expenses for 2023: 0.85% of average plan assets, higher than ~75% of peers. Employer contributions averaged $1,240 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 has held roughly steady near 0.85%. The plan sits in the $1M–$10M size bracket, benchmarked here against 22,307 comparable plans and shown alongside other real estate & leasing employers. By assets it is among the smaller plans on file in Tennessee (1,182nd of 1,496), and 1,667th of 2,096 in real estate & leasing. In 2023, employees put in $1.88 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$3,684,266
Participants with balances77
Active participants98
Employer contributions$121,561
Employee contributions$228,986
Employer contribution per active participant$1,240
Average account balance$47,848
Benefits paid to participants$147,944
Plan auditUnmodified (clean) audit opinion
Plan history2
Yearassets · accounts · employer contribution
2023$3.7M · 77 accts · $122K emplr
2022$2.9M · 106 accts · $134K emplr
Administrative expenses, itemized · 2023
Recordkeeping & contract admin$11,474
Investment management$16,839
Total administrative$28,313
The S & S Property Management, Inc. 401(k) match · 2023
Employer contribution per active participant$1,240
Median for plans this size$1,308
2023$1,240 per active participant
2022$1,278 per active participant

S & S Property Management, Inc.'s 2023 employer contribution ran below the $1,308 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 2023 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20232
CPI QUALIFIED PLAN CONSULTANTS, INC · Recordkeeping · Pension consulting$11,474
SAXONY CAPITAL MANAGEMENT, LLC · Investment advisory (plan)$16,839

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

Administrative cost history2
2023$28,313 · 0.85%
2022$26,185 · 0.83%
Similar plansReal Estate & Leasing · Tennessee
Aamci - Management, Inc. TN$4.9M · 1.20%
Wright Investments, Inc. TN$4.9M · 0.24%

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Source: U.S. Department of Labor, Form 5500 series, EIN 621375003 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.