Plan Ledger DOL Form 5500 · updated monthly

Advanced Technology Leaders, Inc401(k)

ADVANCED TECHNOLOGY LEADERS, INC · MARTINEZ, GA · plan year 2024

Reported admin expense ratio · 2024
0.59%

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

Advanced Technology Leaders, Inc reported $27,843 in plan administrative expenses for 2024: 0.59% of average plan assets, above the peer median. Employer contributions averaged $2,420 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 rose from 0.09% to 0.59%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other professional & technical services employers. By assets it is among the smaller plans on file in Georgia (1,618th of 2,160), and 9,788th of 11,654 in professional & technical services. In 2024, employees put in $2.32 for every $1.00 the employer contributed; active participation has shrunk from 228 to 152 since 2022.

Plan summary
Net assets, end of year$5,035,813
Participants with balances128
Active participants152
Employer contributions$367,840
Employee contributions$852,540
Employer contribution per active participant$2,420
Average account balance$39,342
Benefits paid to participants$1,321,243
Plan auditUnmodified (clean) audit opinion
AuditorSME CPA
Plan history3
Yearassets · accounts · employer contribution
2024$5.0M · 128 accts · $368K emplr
2023$4.4M · 160 accts · $411K emplr
2022$2.8M · 150 accts · $359K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$14,208
Investment management$13,635
Total administrative$27,843
The Advanced Technology Leaders, Inc 401(k) match · 2024
Employer contribution per active participant$2,420
Median for plans this size$1,313
2024$2,420 per active participant
2023$1,714 per active participant
2022$1,574 per active participant

Advanced Technology Leaders, Inc's 2024 employer contribution ran above the $1,313 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
JOHN HANCOCK · Recordkeeping · Investment advisory (participants)$14,579
MERRILL LYNCH, PIERCE, FENNER&SMITH · Investment advisory (plan)$13,264

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

Recordkeeper by year2
2024John Hancock
2023John Hancock

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Administrative cost history3
2024$27,843 · 0.59%
2023$10,099 · 0.28%
2022$2,550 · 0.09%
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Source: U.S. Department of Labor, Form 5500 series, EIN 901134145 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.