Plan Ledger DOL Form 5500 · updated monthly

Twelvestone Health Partners, Inc.401(k)

TWELVESTONE HEALTH PARTNERS, INC. 401(K) PLAN · MURFREESBORO, TN · plan year 2024

Reported admin expense ratio · 2024
0.26%

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

Twelvestone Health Partners, Inc. reported $25,270 in plan administrative expenses for 2024: 0.26% of average plan assets, below the peer median. Employer contributions averaged $663 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 0.03% to 0.26%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other retail trade employers. By assets it is among the smaller plans on file in Tennessee (809th of 1,496), and the 2,504th of 5,215 in retail trade. In 2024, employees put in $6.39 for every $1.00 the employer contributed; active participation has grown from 180 to 241 since 2022.

Plan summary
Net assets, end of year$10,714,973
Participants with balances269
Active participants241
Employer contributions$159,901
Employee contributions$1,021,149
Employer contribution per active participant$663
Average account balance$39,833
Benefits paid to participants$1,427,249
Plan auditUnmodified (clean) audit opinion
AuditorLBMC, PC
Plan history3
Yearassets · accounts · employer contribution
2024$10.7M · 269 accts · $160K emplr
2023$8.4M · 264 accts · $138K emplr
2022$6.2M · 188 accts · $103K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$25,270
Total administrative$25,270
The Twelvestone Health Partners, Inc. 401(k) match · 2024
Employer contribution per active participant$663
Median for plans this size$1,313
2024$663 per active participant
2023$549 per active participant
2022$570 per active participant

Twelvestone Health Partners, Inc.'s 2024 employer contribution ran below 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 · 20242
AMERICAN UNITED LIFE INSURANCE CO · Participant communication · Recordkeeping$3,400
CENTERA INVESTMENT ADVISORS · Consultingindirect comp

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

Recordkeeper by year2
2024OneAmerica
2023OneAmerica

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

Administrative cost history3
2024$25,270 · 0.26%
2023$2,410 · 0.03%
2022$1,928 · 0.03%
Same employer
Similar plansRetail Trade · Tennessee
Andrews Cadillac Company TN$11.1M · 0.18%
Royal Furniture Company TN$11.1M · 0.43%
H.Y.B., Inc. dba Harper's TN$10.8M · 1.16%
Anovorx Group, LLC TN$10.4M · 0.59%
Bargain Barn, Inc. TN$9.9M · 0.08%

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Source: U.S. Department of Labor, Form 5500 series, EIN 621789941 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.