Plan Ledger DOL Form 5500 · updated monthly

Takahata Precision Tennessee, Inc.401(k)

TAKAHATA PRECISION TENNESSEE, INC. 401(K) PLAN · HELENWOOD, TN · plan year 2024

Reported admin expense ratio · 2024
0.18%

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

Takahata Precision Tennessee, Inc. reported $4,895 in plan administrative expenses for 2024: 0.18% of average plan assets, lower than ~75% of peers. Employer contributions averaged $723 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 fell from 0.90% to 0.18%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other manufacturing employers. By assets it is among the smaller plans on file in Tennessee (1,219th of 1,496), and 12,243rd of 13,661 in manufacturing. In 2024, employees put in $1.26 for every $1.00 the employer contributed; active participation has grown from 187 to 270 since 2022.

Plan summary
Net assets, end of year$3,067,357
Participants with balances143
Active participants270
Employer contributions$195,076
Employee contributions$245,279
Employer contribution per active participant$723
Average account balance$21,450
Benefits paid to participants$87,301
Plan auditUnmodified (clean) audit opinion
AuditorBROWN JAKE & MCDANIEL, PC
Plan history3
Yearassets · accounts · employer contribution
2024$3.1M · 143 accts · $195K emplr
2023$2.4M · 98 accts · $135K emplr
2022$1.9M · 140 accts · $113K emplr
Administrative expenses, itemized · 2024
Audit (IQPA)$4,895
Total administrative$4,895
The Takahata Precision Tennessee, Inc. 401(k) match · 2024
Employer contribution per active participant$723
Median for plans this size$1,313
2024$723 per active participant
2023$626 per active participant
2022$605 per active participant

Takahata Precision Tennessee, Inc.'s 2024 employer contribution ran below the $1,313 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 · 20245
NATIONWIDE · Recordkeeping$1,844
AMERIPRISE FINANCIAL SERVICES · Recordkeepingindirect comp
AMERIPRISE FINANCIAL SERVICES LLC · Investment advisory (plan)indirect comp
AMERIPRISE FINANCIAL SERVICES LLC · Investment advisory (plan)indirect comp
AMERIPRISE FINANCIAL SERVICES · Investment advisory (plan)indirect comp

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

Recordkeeper by year2
2024AMERIPRISE FINANCIAL SERVICES, Nationwide
2023Nationwide

This plan has changed recordkeepers within these filings. If you left Takahata Precision Tennessee, Inc. before a switch, your account may sit at the earlier firm or in a rollover IRA. Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$4,895 · 0.18%
2023$5,919 · 0.28%
2022$18,670 · 0.90%
Same employer
Similar plansManufacturing · Tennessee
Tlc Investments LLC TN$3.3M · 0.06%
Tepro Inc. TN$3.3M · 0.01%
Teknia Nashville, LLC TN$3.1M · 0.16%
Aeroflex USA, Inc TN$3.0M · 0.03%
Titan Brands, Inc. TN$2.8M · 1.07%

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Source: U.S. Department of Labor, Form 5500 series, EIN 760707216 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.