Plan Ledger DOL Form 5500 · updated monthly

The Plateau Group, Inc.401(k)

THE PLATEAU CAPITAL ACCUMULATION PLAN · CROSSVILLE, TN · plan year 2022

Reported admin expense ratio · 2022
0.04%

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

The Plateau Group, Inc. reported $8,175 in plan administrative expenses for 2022: 0.04% of average plan assets, lower than ~75% of peers. Employer contributions averaged $2,961 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 0.04% to 0.06%. The plan sits in the $10M–$50M size bracket, benchmarked here against 26,806 comparable plans and shown alongside other finance & insurance employers. By assets it is the 672nd-largest of 1,496 plans among Tennessee employers on file, and 3,489th of 4,798 in finance & insurance. In 2022, employees put in $1.86 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$15,155,214
Participants with balances109
Active participants84
Employer contributions$248,710
Employee contributions$463,169
Employer contribution per active participant$2,961
Average account balance$139,039
Benefits paid to participants$7,052,168
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$12.3M · 107 accts · $291K emplr
2023$11.9M · 111 accts · $274K emplr
2022$15.2M · 109 accts · $249K emplr
Administrative expenses, itemized · 2022
Investment management$8,175
Total administrative$8,175
The The Plateau Group, Inc. 401(k) match · 2022
Employer contribution per active participant$2,961
Median for plans this size$2,266
2024$3,428 per active participant
2023$3,226 per active participant
2022$2,961 per active participant

The Plateau Group, Inc.'s 2022 employer contribution ran above the $2,266 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 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history3
2024$7,250 · 0.06%
2023$7,375 · 0.05%
2022$8,175 · 0.04%
Similar plansFinance & Insurance · Tennessee
Acopia, LLC TN$15.5M · 0.54%
Legends Bank TN$15.3M · 0.03%
Tennessee State Bank TN$14.3M · 0.49%

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Source: U.S. Department of Labor, Form 5500 series, EIN 621103416 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.