Plan Ledger DOL Form 5500 · updated monthly

United Coal Company, LLC401(k)

UNITED COAL COMPANY LLC 401(K) SAVINGS PLAN · JOHNSON CITY, TN · plan year 2024

Reported admin expense ratio · 2024
0.44%

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

United Coal Company, LLC reported $233,409 in plan administrative expenses for 2024: 0.44% of average plan assets, higher than ~90% of peers. Employer contributions averaged $4,032 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 0.40% to 0.44%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other mining, oil & gas extraction employers. By assets it is the 270th-largest of 1,496 plans among Tennessee employers on file, and the 166th of 612 in mining, oil & gas extraction. In 2024, employees put in $1.53 for every $1.00 the employer contributed; active participation has shrunk from 958 to 650 since 2022.

Plan summary
Net assets, end of year$54,595,357
Participants with balances838
Active participants650
Employer contributions$2,620,641
Employee contributions$3,998,417
Employer contribution per active participant$4,032
Average account balance$65,150
Benefits paid to participants$9,714,738
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$54.6M · 838 accts · $2.6M emplr
2023$51.2M · 963 accts · $3.3M emplr
2022$47.1M · 1,185 accts · $3.2M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$181,475
Investment management$51,934
Total administrative$233,409
The United Coal Company, LLC 401(k) match · 2024
Employer contribution per active participant$4,032
Median for plans this size$3,635
2024$4,032 per active participant
2023$4,907 per active participant
2022$3,308 per active participant

United Coal Company, LLC's 2024 employer contribution ran above the $3,635 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 · 20243
DUNBAR BENDER & ZAPF INC. · Recordkeeping · Investment management$50,225
JOHN HANCOCK LIFE INSURANCE CO. · Recordkeeping · Investment management$36,230
WELLS FARGO ADVISORS LLC · Investment advisory (participants)$51,064

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

Recordkeeper by year2
2024DUNBAR BENDER & ZAPF INC., John Hancock
2023DUNBAR BENDER & ZAPF INC., John Hancock

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Administrative cost history3
2024$233,409 · 0.44%
2023$261,038 · 0.53%
2022$202,910 · 0.40%
Same employer
Similar plansMining, Oil & Gas Extraction · Tennessee
Rogers Group, Inc. TN$205.9M · 0.12%
Nyrstar Clarksville Inc. TN$42.3M · 0.19%
Covoro Mining Solutions LLC TN$27.7M · 0.47%
Little Six Corporation TN$7.6M · 0.10%

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Source: U.S. Department of Labor, Form 5500 series, EIN 201061321 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.