Plan Ledger DOL Form 5500 · updated monthly

Waller Lansden Dortch & Davis401(k)

WALLER LANSDEN DORTCH & DAVIS 401(K) RETIREMENT PLAN · NASHVILLE, TN · plan year 2022

Reported admin expense ratio · 2022
0.29%

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

Waller Lansden Dortch & Davis reported $626,590 in plan administrative expenses for 2022: 0.29% of average plan assets, higher than ~75% of peers. Employer contributions averaged $13,770 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 has held roughly steady near 0.28%. The plan sits in the $50M–$250M size bracket, benchmarked here against 9,341 comparable plans and shown alongside other professional & technical services employers. By assets it is the 98th-largest of 1,496 plans among Tennessee employers on file, and the 812th of 11,654 in professional & technical services. In 2022, the employer put in $1.01 for every $1.00 employees contributed themselves.

Plan summary
Net assets, end of year$195,953,595
Participants with balances549
Active participants342
Employer contributions$4,709,467
Employee contributions$4,675,192
Employer contribution per active participant$13,770
Average account balance$356,928
Benefits paid to participants$16,644,083
Plan auditUnmodified (clean) audit opinion
AuditorLBMC, PC
Plan history2
Yearassets · accounts · employer contribution
2023$228K · 6 accts
2022$196.0M · 549 accts · $4.7M emplr
Administrative expenses, itemized · 2022
Investment management$501,240
Professional / advisory$4,160
Total administrative$626,590
The Waller Lansden Dortch & Davis 401(k) match · 2022
Employer contribution per active participant$13,770
Median for plans this size$3,449

Waller Lansden Dortch & Davis's 2022 employer contribution ran above the $3,449 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 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history2
2023$278,994 · 0.28%
2022$626,590 · 0.29%
Same employer
Similar plansProfessional & Technical Services · Tennessee
Bass, Berry & Sims TN$355.4M · 0.02%
Gresham Smith TN$224.7M · 0.12%
Barge Design Solutions, Inc. TN$142.0M · 0.25%
Miller & Martin PLLC TN$138.2M · 0.05%

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Source: U.S. Department of Labor, Form 5500 series, EIN 620479474 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.