Plan Ledger DOL Form 5500 · updated monthly

Scri Holdings, LLC401(k)

SCRI HOLDINGS, LLC 401(K) PLAN · NASHVILLE, TN · plan year 2024

Reported admin expense ratio · 2024
0.20%

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

Scri Holdings, LLC reported $76,935 in plan administrative expenses for 2024: 0.20% of average plan assets, below the peer median. Employer contributions averaged $3,390 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 1 year on file its reported administrative ratio fell from 0.30% to 0.20%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other health care & social assistance employers. By assets it is the 310th-largest of 1,496 plans among Tennessee employers on file, and the 2,061st of 11,911 in health care & social assistance. In 2024, employees put in $1.99 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$44,482,636
Participants with balances1,258
Active participants1,046
Employer contributions$3,546,033
Employee contributions$7,058,952
Employer contribution per active participant$3,390
Average account balance$35,360
Benefits paid to participants$3,959,750
Plan auditUnmodified (clean) audit opinion
AuditorLBMC
Plan history2
Yearassets · accounts · employer contribution
2024$44.5M · 1,258 accts · $3.5M emplr
2023$32.4M · 1,148 accts · $3.5M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$76,935
Total administrative$76,935
The Scri Holdings, LLC 401(k) match · 2024
Employer contribution per active participant$3,390
Median for plans this size$2,416
2024$3,390 per active participant
2023$3,344 per active participant

Scri Holdings, LLC'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 · 20242
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$76,648
WEALTH MANAGEMENT SYSTEMS INC · Other servicesindirect comp

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

Administrative cost history2
2024$76,935 · 0.20%
2023$72,233 · 0.30%
Same employer
Similar plansHealth Care & Social Assistance · Tennessee
American Physician Partners TN$49.8M · 0.33%
Aegis Sciences Corporation TN$47.7M · 0.01%
Mwd Management, LLC TN$47.3M · 0.37%
Fahc, Inc. TN$39.0M

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Source: U.S. Department of Labor, Form 5500 series, EIN 593830450 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.