Plan Ledger DOL Form 5500 · updated monthly

Tennessee Farmers Cooperative401(k)

CO-OP PENSION PLAN · LAVERGNE, TN · plan year 2024

Reported admin expense ratio · 2024
0.09%

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

Tennessee Farmers Cooperative reported $363,712 in plan administrative expenses for 2024: 0.09% of average plan assets, above the peer median. Employer contributions averaged $3,399 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 $250M–$1B size bracket, benchmarked here against 2,883 comparable plans and shown alongside other wholesale trade employers. By assets it is the 56th-largest of 1,496 plans among Tennessee employers on file, and the 117th of 4,246 in wholesale trade. In 2024, employees put in $1.18 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$406,046,090
Participants with balances3,331
Active participants3,289
Employer contributions$11,178,739
Employee contributions$13,207,427
Employer contribution per active participant$3,399
Average account balance$121,899
Benefits paid to participants$43,995,198
Plan auditUnmodified (clean) audit opinion
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$210,424
Investment management$128,288
Total administrative$363,712
The Tennessee Farmers Cooperative 401(k) match · 2024
Employer contribution per active participant$3,399
Median for plans this size$4,294

Tennessee Farmers Cooperative's 2024 employer contribution ran below the $4,294 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$210,424
PRIME CAPITAL INVESTMENT ADVISORS · Investment advisory (plan)$104,725

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

Administrative cost history1
2024$363,712 · 0.09%
Same employer
Similar plansWholesale Trade · Tennessee
Helena Agri-Enterprises, LLC TN$678.2M · 0.06%
Ingram Industries Inc. TN$634.1M · 0.12%
Orgill, Inc. TN$275.3M · 0.14%
Nexair, LLC TN$164.0M · 0.14%

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Source: U.S. Department of Labor, Form 5500 series, EIN 620435104 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.