Plan Ledger DOL Form 5500 · updated monthly

Ushv Management, LLC401(k)

USHV EMPLOYEE SAVINGS PLAN · FRANKLIN, TN · plan year 2024

Reported admin expense ratio · 2024
0.15%

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

Ushv Management, LLC reported $111,862 in plan administrative expenses for 2024: 0.15% of average plan assets, above the peer median. Employer contributions averaged $1,541 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 1 year on file its reported administrative ratio rose from 0.07% to 0.15%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other health care & social assistance employers. By assets it is the 161st-largest of 1,496 plans among Tennessee employers on file, and the 1,099th of 11,911 in health care & social assistance. In 2024, employees put in $1.60 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$100,513,207
Participants with balances1,008
Active participants1,897
Employer contributions$2,924,197
Employee contributions$4,681,596
Employer contribution per active participant$1,541
Average account balance$99,715
Benefits paid to participants$10,610,868
Plan auditUnmodified (clean) audit opinion
AuditorBEASLEY MITCHELL AND COMPANY
Plan history2
Yearassets · accounts · employer contribution
2024$100.5M · 1,008 accts · $2.9M emplr
2023$49.5M · 505 accts · $2.5M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$53,403
Investment management$12,577
Total administrative$111,862
The Ushv Management, LLC 401(k) match · 2024
Employer contribution per active participant$1,541
Median for plans this size$3,635
2024$1,541 per active participant
2023$4,165 per active participant

Ushv Management, LLC's 2024 employer contribution ran below the $3,635 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 · 20244
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$53,403
OPPENHEIMER & CO. INC · Consulting$34,795
STRATEGIC ADVISORS, INC. · Investment advisory (plan)$12,577
ERP RETIREMENT SERVICES · Consulting$11,087

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

Administrative cost history2
2024$111,862 · 0.15%
2023$29,419 · 0.07%
Same employer
Similar plansHealth Care & Social Assistance · Tennessee
Semmes-Murphey Clinic TN$118.3M · 0.15%
Associated Pathologists, LLC TN$117.0M · 0.09%
Chs Employee Group, LLC TN$100.4M · 0.15%
The West Clinic PLLC TN$98.2M · 0.25%

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Source: U.S. Department of Labor, Form 5500 series, EIN 874006946 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.