Plan Ledger DOL Form 5500 · updated monthly

Track-Pigeon Forge LTD Ptr401(k)

TRACK-PIGEON FORGE LTD PTR 401(K) PROFIT SHARING PLAN & TRUST · PIGEON FORGE, TN · plan year 2024

Reported admin expense ratio · 2024
0.28%

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

Track-Pigeon Forge LTD Ptr reported $19,866 in plan administrative expenses for 2024: 0.28% of average plan assets, below the peer median. Employer contributions averaged $1,344 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 0.24% to 0.28%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other other services employers. By assets it is among the smaller plans on file in Tennessee (932nd of 1,496), and 1,924th of 3,341 in other services. In 2024, employees put in $2.93 for every $1.00 the employer contributed; active participation has grown from 101 to 125 since 2022.

Plan summary
Net assets, end of year$7,615,830
Participants with balances126
Active participants125
Employer contributions$168,031
Employee contributions$492,390
Employer contribution per active participant$1,344
Average account balance$60,443
Benefits paid to participants$608,967
Plan auditUnmodified (clean) audit opinion
AuditorDEMPSEY VANTREASE & FOLLIS, PLLC
Plan history3
Yearassets · accounts · employer contribution
2024$7.6M · 126 accts · $168K emplr
2023$6.5M · 122 accts · $148K emplr
2022$6.6M · 100 accts · $130K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$8,234
Investment management$10,772
Trustee / custodial$860
Total administrative$19,866
The Track-Pigeon Forge LTD Ptr 401(k) match · 2024
Employer contribution per active participant$1,344
Median for plans this size$1,313
2024$1,344 per active participant
2023$1,345 per active participant
2022$1,286 per active participant

Track-Pigeon Forge LTD Ptr's 2024 employer contribution ran above the $1,313 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
EXCEL WEALTH MANAGEMENT, LLC · Investment advisory (participants)$9,931

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

Administrative cost history3
2024$19,866 · 0.28%
2023$16,973 · 0.26%
2022$17,159 · 0.24%
Similar plansOther Services · Tennessee
Adventurous Journeys LLC TN$8.8M · 0.38%
Heritage Operating LLC TN$7.7M · 0.34%
The Memphis Country Club TN$6.6M · 0.07%

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Source: U.S. Department of Labor, Form 5500 series, EIN 621194180 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.