Plan Ledger DOL Form 5500 · updated monthly

Wyatt, Tarrant & Combs, LLP401(k)

WYATT, TARRANT & COMBS, LLP PROFIT SHARING PLAN · LOUISVILLE, KY · plan year 2024

Reported admin expense ratio · 2024
0.04%

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

Wyatt, Tarrant & Combs, LLP reported $54,759 in plan administrative expenses for 2024: 0.04% of average plan assets, lower than ~75% of peers. Employer contributions averaged $8,933 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 0.04%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other professional & technical services employers. By assets it is the 69th-largest of 871 plans among Kentucky employers on file, and the 1,231st of 11,654 in professional & technical services. In 2024, the employer put in $1.06 for every $1.00 employees contributed themselves.

Plan summary
Net assets, end of year$125,015,731
Participants with balances232
Active participants188
Employer contributions$1,679,336
Employee contributions$1,585,737
Employer contribution per active participant$8,933
Average account balance$538,861
Benefits paid to participants$15,841,342
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$125.0M · 232 accts · $1.7M emplr
2023$118.4M · 242 accts · $1.6M emplr
2022$107.6M · 247 accts · $1.6M emplr
Administrative expenses, itemized · 2024
Investment management$57,778
Audit (IQPA)$9,500
Total administrative$54,759
The Wyatt, Tarrant & Combs, LLP 401(k) match · 2024
Employer contribution per active participant$8,933
Median for plans this size$3,635
2024$8,933 per active participant
2023$8,682 per active participant
2022$8,592 per active participant

Wyatt, Tarrant & Combs, LLP's 2024 employer contribution ran above the $3,635 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 · 20244
UBS FINANCIAL SERVICES INC · Investment advisory (plan)$50,000
DEAN DORTON ALLEN FORD, PLLC · Accounting / audit$9,500
STRATEGIC ADVISORS, INC. · Investment advisory (plan)$7,778
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processingindirect 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$54,759 · 0.04%
2023$61,661 · 0.05%
2022$55,414 · 0.05%
Same employer
Similar plansProfessional & Technical Services · Kentucky
Stoll Keenon Ogden PLLC KY$167.9M · 0.04%
Waystar, Inc. KY$161.8M · 0.12%
Centric Consulting, LLC KY$118.0M · 0.09%
Pomeroy Technologies LLC KY$110.7M · 0.15%

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Source: U.S. Department of Labor, Form 5500 series, EIN 610468003 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.