Plan Ledger DOL Form 5500 · updated monthly

The Retirement Plan Company, LLC401(k)

TOTAL PEP SOLUTIONS · BRENTWOOD, TN · plan year 2024

Reported admin expense ratio · 2024
0.51%

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

The Retirement Plan Company, LLC reported $282,448 in plan administrative expenses for 2024: 0.51% of average plan assets, higher than ~90% of peers. Employer contributions averaged $526 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.

The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other administrative & support services employers. By assets it is the 245th-largest of 1,496 plans among Tennessee employers on file, and the 254th of 2,534 in administrative & support services. In 2024, employees put in $3.96 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$62,381,516
Participants with balances561
Active participants1,610
Employer contributions$846,879
Employee contributions$3,356,111
Employer contribution per active participant$526
Average account balance$111,197
Benefits paid to participants$2,739,375
Plan auditUnmodified (clean) audit opinion
AuditorLBMC, PC
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$248,987
Investment management$27,751
Total administrative$282,448
The The Retirement Plan Company, LLC 401(k) match · 2024
Employer contribution per active participant$526
Median for plans this size$3,635

The Retirement Plan Company, LLC's 2024 employer contribution ran below the $3,635 median for plans its size, in the bottom quarter of its peers. 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
OCTAVIA WEALTH ADVISORS$27,228
PURSHE KAPLAN STERLING INVESTMENTSindirect comp

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

Administrative cost history1
2024$282,448 · 0.51%
Similar plansAdministrative & Support Services · Tennessee
Ucor LLC TN$217.4M · 0.01%
Nextsource, Inc. TN$27.3M · 0.89%
Kemmons Wilson Companies TN$21.5M · 0.16%

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Source: U.S. Department of Labor, Form 5500 series, EIN 383712991 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.