Plan Ledger DOL Form 5500 · updated monthly

The Campbell Clinic, P.C.401(k)

THE CAMPBELL CLINIC, P.C. EMPLOYEES' RETIREMENT PLAN AND TRUST · GERMANTOWN, TN · plan year 2024

Reported admin expense ratio · 2024
0.02%

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

The Campbell Clinic, P.C. reported $30,828 in plan administrative expenses for 2024: 0.02% of average plan assets, lower than ~75% of peers. Employer contributions averaged $6,549 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 rose from 0.019% to 0.022%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other health care & social assistance employers. By assets it is the 121st-largest of 1,496 plans among Tennessee employers on file, and the 798th of 11,911 in health care & social assistance. In 2024, the employer put in $1.68 for every $1.00 employees contributed themselves; active participation has grown from 563 to 928 since 2022.

Plan summary
Net assets, end of year$148,240,113
Participants with balances820
Active participants928
Employer contributions$6,077,470
Employee contributions$3,618,942
Employer contribution per active participant$6,549
Average account balance$180,781
Benefits paid to participants$5,559,473
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$148.2M · 820 accts · $6.1M emplr
2023$127.2M · 684 accts · $5.4M emplr
2022$112.0M · 634 accts · $4.3M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$30,828
Total administrative$30,828
The The Campbell Clinic, P.C. 401(k) match · 2024
Employer contribution per active participant$6,549
Median for plans this size$3,635
2024$6,549 per active participant
2023$8,729 per active participant
2022$7,603 per active participant

The Campbell Clinic, P.C.'s 2024 employer contribution ran above the $3,635 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 · 20241
JOHN HANCOCK · Recordkeeping · Loan processing$30,828

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

Recordkeeper by year2
2024John Hancock
2023John Hancock

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$30,828 · 0.02%
2023$23,577 · 0.02%
2022$22,860 · 0.02%
Same employer
Similar plansHealth Care & Social Assistance · Tennessee
Orthotennessee, P.C. TN$153.3M · 0.22%
Holston Medical Group, Inc. TN$147.1M · 0.32%
U.S. Urology Partners, LLC TN$144.0M · 0.11%
Tivity Health, Inc. TN$128.5M · 0.10%

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Source: U.S. Department of Labor, Form 5500 series, EIN 620811256 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.