Plan Ledger DOL Form 5500 · updated monthly

Wellvana Integration Partners, LLC401(k)

WELLVANA 401(K) PLAN · NASHVILLE, TN · plan year 2024

Reported admin expense ratio · 2024
1.45%

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

Wellvana Integration Partners, LLC reported $39,399 in plan administrative expenses for 2024: 1.45% of average plan assets, higher than ~90% of peers. Employer contributions averaged $15 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 0.91% to 1.45%. 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 (1,233rd of 1,496), and 1,769th of 2,534 in administrative & support services. In 2024, employees put in $527.98 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$2,910,287
Participants with balances232
Active participants162
Employer contributions$2,357
Employee contributions$1,244,455
Employer contribution per active participant$15
Average account balance$12,544
Benefits paid to participants$1,606,055
Plan auditUnmodified (clean) audit opinion
AuditorLORADAY CPA, PLLC
Plan history2
Yearassets · accounts · employer contribution
2024$2.9M · 232 accts · $2K emplr
2023$2.5M · 203 accts
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$21,167
Total administrative$39,399
The Wellvana Integration Partners, LLC 401(k) match · 2024
Employer contribution per active participant$15
Median for plans this size$1,313

Wellvana Integration Partners, LLC'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 · 20243
GLOBAL RETIREMENT PARTNERS LLC · Investment advisory (plan)$13,528
ACCESS RETIREMENT SERVICES LLC · Contract administrator$11,418

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$39,399 · 1.45%
2023$17,112 · 0.91%
Same employer
Similar plansAdministrative & Support Services · Tennessee
Security Walls, LLC TN$3.3M · 1.09%
Super Bee Holdings, LLC TN$3.0M · 1.03%
Lusa Associates Inc. TN$2.1M · 2.10%

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Source: U.S. Department of Labor, Form 5500 series, EIN 863069354 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.