Plan Ledger DOL Form 5500 · updated monthly

V Alexander & Co., Inc.401(k)

V. ALEXANDER & CO., INC. SAVINGS PLAN · CORDOVA, TN · plan year 2024

Reported admin expense ratio · 2024
0.42%

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

V Alexander & Co., Inc. reported $146,701 in plan administrative expenses for 2024: 0.42% of average plan assets, above the peer median. Employer contributions averaged $4,343 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 0.42%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other transportation & warehousing employers. By assets it is the 358th-largest of 1,496 plans among Tennessee employers on file, and the 486th of 2,677 in transportation & warehousing. In 2024, employees put in $1.60 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$36,023,451
Participants with balances248
Active participants196
Employer contributions$851,317
Employee contributions$1,366,271
Employer contribution per active participant$4,343
Average account balance$145,256
Benefits paid to participants$3,043,786
Plan auditUnmodified (clean) audit opinion
AuditorCANNON WRIGHT BLOUNT PLLC
Plan history3
Yearassets · accounts · employer contribution
2024$36.0M · 248 accts · $851K emplr
2023$33.1M · 253 accts · $850K emplr
2022$28.9M · 248 accts · $795K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$146,701
Total administrative$146,701
The V Alexander & Co., Inc. 401(k) match · 2024
Employer contribution per active participant$4,343
Median for plans this size$2,416
2024$4,343 per active participant
2023$4,270 per active participant
2022$3,879 per active participant

V Alexander & Co., Inc.'s 2024 employer contribution ran above the $2,416 median for plans its size, placing it in the top 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 · 20242
PRINCIPAL LIFE INSURANCE COMPANY · Contract administrator · Loan processing$146,701
REGIONS BANK · Investment advisory (plan)indirect comp

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

Administrative cost history3
2024$146,701 · 0.42%
2023$132,136 · 0.43%
2022$129,429 · 0.40%
Same employer
Similar plansTransportation & Warehousing · Tennessee
Imc Companies, LLC TN$62.0M · 0.61%
Firstfleet, Inc TN$48.4M · 0.71%
Kc Piggyback Holdings, LLC TN$40.0M · 0.34%
Paladin Capital, Inc. TN$26.6M · 0.53%

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Source: U.S. Department of Labor, Form 5500 series, EIN 620672816 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.