Plan Ledger DOL Form 5500 · updated monthly

United Tn Holdings, Inc.401(k)

UNITED TN HOLDINGS, INC. 401(K) PLAN · COLLIERVILLE, TN · plan year 2024

Reported admin expense ratio · 2024
0.46%

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

United Tn Holdings, Inc. reported $34,657 in plan administrative expenses for 2024: 0.46% of average plan assets, below the peer median. Employer contributions averaged $648 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 0.10% to 0.46%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other administrative & support services employers. By assets it is among the smaller plans on file in Tennessee (900th of 1,496), and the 1,115th of 2,534 in administrative & support services. In 2024, employees put in $3.30 for every $1.00 the employer contributed; active participation has grown from 307 to 379 since 2022.

Plan summary
Net assets, end of year$8,351,671
Participants with balances397
Active participants379
Employer contributions$245,664
Employee contributions$809,841
Employer contribution per active participant$648
Average account balance$21,037
Benefits paid to participants$226,330
Plan auditUnmodified (clean) audit opinion
AuditorATA,PC
Plan history3
Yearassets · accounts · employer contribution
2024$8.4M · 397 accts · $246K emplr
2023$6.6M · 165 accts · $150K emplr
2022$5.3M · 168 accts · $148K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$34,657
Total administrative$34,657
The United Tn Holdings, Inc. 401(k) match · 2024
Employer contribution per active participant$648
Median for plans this size$1,313
2024$648 per active participant
2023$454 per active participant
2022$482 per active participant

United Tn Holdings, Inc.'s 2024 employer contribution ran below the $1,313 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 · 20241
T. ROWE PRICE · Claims processing · Recordkeepingindirect 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
2024T. Rowe Price
2023T. Rowe Price

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

Administrative cost history3
2024$34,657 · 0.46%
2023$24,541 · 0.41%
2022$5,738 · 0.10%
Same employer
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Hctec Partners TN$10.4M · 0.92%
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Sms Holdings Corp. TN$8.6M · 1.54%
Key Rehabilitation Inc TN$8.0M · 0.55%
Hri Holdings, Inc. TN$5.9M · 0.10%
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Source: U.S. Department of Labor, Form 5500 series, EIN 844075525 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.