Plan Ledger DOL Form 5500 · updated monthly

Springdale Title, LLC401(k)

SPRINGDALE TITLE, LLC SAVINGS & RETIREMENT PLAN · OAK RIDGE, TN · plan year 2023

Reported admin expense ratio · 2023
0.22%

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

Springdale Title, LLC reported $6,101 in plan administrative expenses for 2023: 0.22% of average plan assets, below the peer median. Employer contributions averaged $202 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 22,307 comparable plans and shown alongside other finance & insurance employers. By assets it is among the smaller plans on file in Tennessee (1,371st of 1,496), and 4,698th of 4,798 in finance & insurance. In 2023, employees put in $23.48 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$1,386,215
Participants with balances68
Active participants12
Employer contributions$2,427
Employee contributions$56,991
Employer contribution per active participant$202
Average account balance$20,386
Benefits paid to participants$3,084,732
Plan auditUnmodified (clean) audit opinion
Administrative expenses, itemized · 2023
Recordkeeping & contract admin$6,101
Total administrative$6,101
The Springdale Title, LLC 401(k) match · 2023
Employer contribution per active participant$202
Median for plans this size$1,308

Springdale Title, LLC's 2023 employer contribution ran below the $1,308 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 2023 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20231
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$6,101

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

Administrative cost history1
2023$6,101 · 0.22%
Similar plansFinance & Insurance · Tennessee
Creditcorp TN$398K · 0.25%
Reliant Bank TN$20K · 0.37%

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Source: U.S. Department of Labor, Form 5500 series, EIN 263456135 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.