Plan Ledger DOL Form 5500 · updated monthly

Alpharetta Preschool Partners401(k)

ALPHARETTA PRESCHOOL PARTNERS 401(K) PROFIT SHARING PLAN & TRUST · ALPHARETTA, GA · plan year 2023

Reported admin expense ratio · 2023
2.33%

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

Alpharetta Preschool Partners reported $2,906 in plan administrative expenses for 2023: 2.33% of average plan assets, above the peer median. Employer contributions averaged $0 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 2.33%. The plan sits in the under $1M size bracket, benchmarked here against 1,192 comparable plans and shown alongside other other services employers. By assets it is among the smaller plans on file in Georgia (2,134th of 2,160), and 3,262nd of 3,341 in other services.

Plan summary
Net assets, end of year$174,581
Participants with balances300
Active participants115
Employer contributions$0
Employee contributions$54,205
Employer contribution per active participant$0
Average account balance$582
Benefits paid to participants$8,001
Plan auditUnmodified (clean) audit opinion
AuditorMLCO, LLC
Plan history2
Yearassets · accounts · employer contribution
2023$175K · 300 accts
2022$75K · 221 accts
Administrative expenses, itemized · 2023
Recordkeeping & contract admin$2,340
Investment management$566
Total administrative$2,906
The Alpharetta Preschool Partners 401(k) match · 2023
Employer contribution per active participant$0
Median for plans this size$522

Alpharetta Preschool Partners's 2023 employer contribution ran below the $522 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 2023 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history2
2023$2,906 · 2.33%
2022$1,504 · 2.30%
Similar plansOther Services · Georgia
Sawyer Business Group Inc GA$402K · 3.44%
Mhw LTD NY$177K · 1.16%

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Source: U.S. Department of Labor, Form 5500 series, EIN 873503711 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.