Plan Ledger DOL Form 5500 · updated monthly

The Mathews Company, LLC401(k)

THE MATHEWS COMPANY 401K PLAN · NASHVILLE, TN · plan year 2024

Reported admin expense ratio · 2024
0.66%

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

The Mathews Company, LLC reported $83,400 in plan administrative expenses for 2024: 0.66% of average plan assets, higher than ~90% of peers. Employer contributions averaged $2,268 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 0.66%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other real estate & leasing employers. By assets it is the 719th-largest of 1,496 plans among Tennessee employers on file, and the 900th of 2,096 in real estate & leasing. In 2024, employees put in $3.03 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$13,695,841
Participants with balances122
Active participants117
Employer contributions$265,387
Employee contributions$803,816
Employer contribution per active participant$2,268
Average account balance$112,261
Benefits paid to participants$584,299
Plan auditUnmodified (clean) audit opinion
AuditorLBMC, PC
Plan history3
Yearassets · accounts · employer contribution
2024$13.7M · 122 accts · $265K emplr
2023$11.7M · 123 accts · $175K emplr
2022$9.6M · 122 accts · $157K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$83,400
Total administrative$83,400
The The Mathews Company, LLC 401(k) match · 2024
Employer contribution per active participant$2,268
Median for plans this size$2,416
2024$2,268 per active participant
2023$1,390 per active participant
2022$1,389 per active participant

The Mathews Company, LLC's 2024 employer contribution ran below 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
TRANSAMERICA RETIREMENT SOLUTIONS · Recordkeeping · Loan processing$42,876
ACCESS RETIREMENT SERVICES, LLC · Recordkeeping · Loan processing$10,850
ONEDIGITAL INVESTMENT ADVISORS · Investment advisory (plan)$31,693

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

Recordkeeper by year2
2024ACCESS RETIREMENT SERVICES, LLC, Transamerica
2023ACCESS RETIREMENT SERVICES, LLC, Transamerica

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

Administrative cost history3
2024$83,400 · 0.66%
2023$69,473 · 0.65%
2022$65,670 · 0.63%
Similar plansReal Estate & Leasing · Tennessee
Highland Ventures, LTD. TN$18.7M · 0.27%
Novatech Inc. TN$18.6M · 0.23%
Property Brands TN$17.8M · 0.77%
Crye-Leike, Inc. TN$13.5M · 0.71%
Lhp Management, LLC TN$13.4M · 0.91%
Alco Management, Inc. TN$12.5M · 0.33%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 621589349 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.