Plan Ledger DOL Form 5500 · updated monthly

The Buntin Group, Inc.401(k)

THE BUNTIN GROUP, INC. EMPLOYEES 401(K) PLAN · NASHVILLE, TN · plan year 2024

Reported admin expense ratio · 2024
0.52%

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

The Buntin Group, Inc. reported $63,873 in plan administrative expenses for 2024: 0.52% of average plan assets, higher than ~75% of peers. Employer contributions averaged $2,728 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 3 years on file its reported administrative ratio has held roughly steady near 0.52%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other professional & technical services employers. By assets it is among the smaller plans on file in Tennessee (750th of 1,496), and 7,167th of 11,654 in professional & technical services. In 2024, employees put in $2.07 for every $1.00 the employer contributed; active participation has shrunk from 106 to 72 since 2022.

Plan summary
Net assets, end of year$12,753,499
Participants with balances94
Active participants72
Employer contributions$196,421
Employee contributions$405,752
Employer contribution per active participant$2,728
Average account balance$135,676
Benefits paid to participants$1,300,607
Plan auditUnmodified (clean) audit opinion
AuditorCROSSLIN, PLLC
Plan history3
Yearassets · accounts · employer contribution
2024$12.8M · 94 accts · $196K emplr
2023$12.0M · 106 accts · $194K emplr
2022$12.4M · 119 accts · $248K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$60,269
Investment management$3,604
Total administrative$63,873
The The Buntin Group, Inc. 401(k) match · 2024
Employer contribution per active participant$2,728
Median for plans this size$2,416
2024$2,728 per active participant
2023$2,107 per active participant
2022$2,336 per active participant

The Buntin Group, Inc.'s 2024 employer contribution ran above the $2,416 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 · 20243
EMPOWER ADVISORY GROUP, LLC · Investment management$3,604
NORTHWESTERN MUTUAL INVESTMENT SVCSindirect 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$63,873 · 0.52%
2023$62,683 · 0.51%
2022$67,153 · 0.49%
Similar plansProfessional & Technical Services · Tennessee
Blankenship CPA Group, PLLC TN$13.0M · 0.48%
Lisega, Inc. TN$12.9M · 0.59%
Marion Environmental, Inc. TN$12.8M · 0.35%
Fisher & Arnold, Inc. TN$12.5M · 0.28%
Rodefer Moss & Co, PLLC TN$12.4M · 0.35%
Qsource TN$11.8M · 0.48%
Merryman-Farr, LLC TN$11.1M · 0.68%

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Source: U.S. Department of Labor, Form 5500 series, EIN 620876894 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.