Plan Ledger DOL Form 5500 · updated monthly

Sweetwater Hospital Association401(k)

SWEETWATER HOSPITAL ASSOCIATION RETIREMENT PLAN · SWEETWATER, TN · plan year 2024

Reported admin expense ratio · 2024
0.03%

Sweetwater Hospital Association reported $9,086 in plan administrative expenses for 2024: 0.03% of average plan assets, lower than ~75% of peers. 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 0.01% to 0.03%. 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 412th-largest of 1,496 plans among Tennessee employers on file, and the 2,757th of 11,911 in health care & social assistance. In 2024, employees put in $1.80 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$30,318,097
Participants with balances0
Active participants0
Employer contributions$616,205
Employee contributions$1,111,562
Employer contribution per active participant—
Average account balance—
Benefits paid to participants$1,976,863
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$30.3M · $616K emplr
2023$27.7M · 539 accts · $634K emplr
2022$24.8M · 550 accts · $627K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$8,138
Investment management$948
Total administrative$9,086
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 · 20244
EMPOWER ADVISORY GROUP, LLC · Investment management$948
CAMBRIDGE INVESTMENT RESEARCH INCindirect comp
LPL FINANCIAL LLCindirect comp

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$9,086 · 0.03%
2023$5,061 · 0.02%
2022$3,828 · 0.01%
Same employer
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Traditions Health, LLC TN$31.0M · 0.64%
Qualderm Partners, LLC TN$30.6M · 0.35%
Gastroenterology Associates TN$29.5M · 0.03%
Johnson City Eye Clinic, PC TN$28.9M · 0.13%

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Source: U.S. Department of Labor, Form 5500 series, EIN 620544855 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.