Plan Ledger DOL Form 5500 · updated monthly

Sertoma Center, Inc.401(k)

SERTOMA CENTER, INC. 401K PLAN · KNOXVILLE, TN · plan year 2022

Reported admin expense ratio · 2022
1.05%

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

Sertoma Center, Inc. reported $18,101 in plan administrative expenses for 2022: 1.05% of average plan assets, higher than ~75% of peers. Employer contributions averaged $903 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.

The plan sits in the $1M–$10M size bracket, benchmarked here against 30,021 comparable plans and shown alongside other health care & social assistance employers. By assets it is among the smaller plans on file in Tennessee (1,357th of 1,496), and 10,421st of 11,911 in health care & social assistance. In 2022, employees put in $1.27 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$1,553,165
Participants with balances70
Active participants124
Employer contributions$111,990
Employee contributions$142,229
Employer contribution per active participant$903
Average account balance$22,188
Benefits paid to participants$151,155
Plan auditUnmodified (clean) audit opinion
AuditorHG&A ASSOCIATES
The Sertoma Center, Inc. 401(k) match · 2022
Employer contribution per active participant$903
Median for plans this size$1,114

Sertoma Center, Inc.'s 2022 employer contribution ran below the $1,114 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 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history1
2022$18,101 · 1.05%
Same employer
Similar plansHealth Care & Social Assistance · Tennessee
Psalms, Inc. TN$1.6M · 0.10%
Generations-Gaither, Inc. TN$1.6M · 1.68%
The Village at Germantown TN$1.5M · 0.91%

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Source: U.S. Department of Labor, Form 5500 series, EIN 620818599 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.