Plan Ledger DOL Form 5500 · updated monthly

The Reese Group, Inc.401(k)

THE REESE GROUP, INC. 401(K) PLAN · NASHVILLE, TN · plan year 2025

Reported admin expense ratio · 2025
0.36%

The Reese Group, Inc. reported $30,227 in plan administrative expenses for 2025: 0.36% of average plan assets, below the peer median. 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 rose from 0.10% to 0.36%. The plan sits in the $1M–$10M size bracket, benchmarked here against 809 comparable plans and shown alongside other wholesale trade employers. By assets it is among the smaller plans on file in Tennessee (890th of 1,496), and 3,115th of 4,246 in wholesale trade.

Plan summary
Net assets, end of year$8,620,144
Participants with balances111
Active participants116
Employer contributions—
Employee contributions$615,697
Employer contribution per active participant—
Average account balance$77,659
Benefits paid to participants$1,241,105
Plan auditUnmodified (clean) audit opinion
AuditorKENDRA G. MELNYK, CPA
Plan history4
Yearassets · accounts · employer contribution
2025$8.6M · 111 accts
2024$8.0M · 115 accts · $48K emplr
2023$7.8M · 109 accts · $36K emplr
2022$6.5M · 108 accts · $46K emplr
Administrative expenses, itemized · 2025
Recordkeeping & contract admin$30,227
Total administrative$30,227
What these fees cost you

Annual cost at the plan's reported 2025 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20254
IPI WEALTH MANAGEMENT INC · Investment advisory (plan)$16,363
EMPOWER ADVISOR GROUP, LLC · Investment management$4,916
STONES RIVER CONSULTING INC · Contract administrator$1,500

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

Administrative cost history4
2025$30,227 · 0.36%
2024$25,667 · 0.32%
2023$21,217 · 0.30%
2022$6,656 · 0.10%
Same employer
Similar plansWholesale Trade · Tennessee
Det Distributing Company TN$9.4M · 1.04%
Khs America, Inc. TN$9.1M · 0.46%
Mta Distributors, Inc. TN$8.9M · 0.29%

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Source: U.S. Department of Labor, Form 5500 series, EIN 621077825 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.