Plan Ledger DOL Form 5500 · updated monthly

Unaka Company, Inc401(k)

UNAKA COMPANY 401(K) PROFIT SHARING PLAN · GREENEVILLE, TN · plan year 2024

Reported admin expense ratio · 2024
0.12%

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

Unaka Company, Inc reported $44,857 in plan administrative expenses for 2024: 0.12% of average plan assets, lower than ~75% of peers. Employer contributions averaged $3,122 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 3 years on file its reported administrative ratio has held roughly steady near 0.119%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other management of companies employers. By assets it is the 333rd-largest of 1,496 plans among Tennessee employers on file, and the 320th of 786 in management of companies. In 2024, employees put in $1.01 for every $1.00 the employer contributed; active participation has shrunk from 807 to 722 since 2022.

Plan summary
Net assets, end of year$39,518,479
Participants with balances1,092
Active participants722
Employer contributions$2,254,121
Employee contributions$2,269,128
Employer contribution per active participant$3,122
Average account balance$36,189
Benefits paid to participants$4,699,776
Plan auditUnmodified (clean) audit opinion
AuditorPUGH & COMPANY
Plan history3
Yearassets · accounts · employer contribution
2024$39.5M · 1,092 accts · $2.3M emplr
2023$35.6M · 901 accts · $1.8M emplr
2022$32.2M · 1,438 accts · $1.8M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$44,857
Total administrative$44,857
The Unaka Company, Inc 401(k) match · 2024
Employer contribution per active participant$3,122
Median for plans this size$2,416
2024$3,122 per active participant
2023$2,495 per active participant
2022$2,281 per active participant

Unaka Company, Inc's 2024 employer contribution ran above the $2,416 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
TRANSAMERICA RETIREMENT SOLUTIONS · Claims processing · Recordkeeping$44,857
NATIONAL FINANCIAL SERVICES · Securities brokerageindirect 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
2024Transamerica
2023Transamerica

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

Administrative cost history3
2024$44,857 · 0.12%
2023$47,268 · 0.14%
2022$44,240 · 0.12%
Same employer
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Clayton Homes, Inc. TN$1.6B · 0.13%
The Terminix Company, LLC TN$483.2M · 0.18%
Sp Management Services, Inc. TN$413.6M · 0.23%
Churchill Holdings, Inc. TN$63.9M · 0.05%
Omnia Partners, LLC TN$36.8M · 0.32%
Bpc Corporation TN$24.4M · 0.08%
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Nixon Power Services TN$19.2M · 0.53%

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Source: U.S. Department of Labor, Form 5500 series, EIN 620506766 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.