Plan Ledger DOL Form 5500 · updated monthly

Urgent Team Holdings, Inc.401(k)

URGENT TEAM HOLDINGS 401(K) PLAN · NASHVILLE, TN · plan year 2024

Reported admin expense ratio · 2024
1.12%

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

Urgent Team Holdings, Inc. reported $150,129 in plan administrative expenses for 2024: 1.12% of average plan assets, higher than ~90% of peers. Employer contributions averaged $496 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 1.12%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other health care & social assistance employers. By assets it is the 679th-largest of 1,496 plans among Tennessee employers on file, and the 4,518th of 11,911 in health care & social assistance. In 2024, employees put in $3.64 for every $1.00 the employer contributed; active participation has grown from 863 to 1,032 since 2022.

Plan summary
Net assets, end of year$14,876,155
Participants with balances902
Active participants1,032
Employer contributions$511,749
Employee contributions$1,863,568
Employer contribution per active participant$496
Average account balance$16,492
Benefits paid to participants$1,803,053
Plan auditUnmodified (clean) audit opinion
AuditorPYA, P.C.
Plan history3
Yearassets · accounts · employer contribution
2024$14.9M · 902 accts · $512K emplr
2023$11.9M · 829 accts · $338K emplr
2022$9.0M · 753 accts · $477K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$150,129
Total administrative$150,129
The Urgent Team Holdings, Inc. 401(k) match · 2024
Employer contribution per active participant$496
Median for plans this size$2,416
2024$496 per active participant
2023$337 per active participant
2022$552 per active participant

Urgent Team Holdings, Inc.'s 2024 employer contribution ran below the $2,416 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
JOHN HANCOCK LIFE INSURANCE COMPANY · Recordkeeping · Investment management$72,070

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

Recordkeeper by year2
2024John Hancock
2023John Hancock

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

Administrative cost history3
2024$150,129 · 1.12%
2023$126,389 · 1.21%
2022$104,694 · 1.13%
Similar plansHealth Care & Social Assistance · Tennessee
Conrad/Pearson Clinic, P.C. TN$15.4M · 0.25%
Monogram Health, Inc. TN$14.9M · 1.16%
Nashville Dental, Inc. TN$14.4M · 0.66%

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Source: U.S. Department of Labor, Form 5500 series, EIN 452660283 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.