Plan Ledger DOL Form 5500 · updated monthly

Alta Refrigeration, Inc401(k)

ALTA REFRIGERATION, INC 401 (K) PLAN · PEACHTREE CITY, GA · plan year 2022

Reported admin expense ratio · 2022
0.12%

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

Alta Refrigeration, Inc reported $14,539 in plan administrative expenses for 2022: 0.12% of average plan assets, below the peer median. Employer contributions averaged $3,138 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.

The plan sits in the $10M–$50M size bracket, benchmarked here against 26,806 comparable plans and shown alongside other construction employers. By assets it is among the smaller plans on file in Georgia (1,218th of 2,160), and 3,012th of 5,337 in construction. In 2022, employees put in $1.43 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$10,561,269
Participants with balances95
Active participants133
Employer contributions$417,402
Employee contributions$598,465
Employer contribution per active participant$3,138
Average account balance$111,171
Benefits paid to participants$904,554
Plan auditUnmodified (clean) audit opinion
Administrative expenses, itemized · 2022
Recordkeeping & contract admin$14,539
Total administrative$14,539
The Alta Refrigeration, Inc 401(k) match · 2022
Employer contribution per active participant$3,138
Median for plans this size$2,266

Alta Refrigeration, Inc's 2022 employer contribution ran above the $2,266 median for plans its size. 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 history1
2022$14,539 · 0.12%
Same employer
Similar plansConstruction · Georgia

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Source: U.S. Department of Labor, Form 5500 series, EIN 582452881 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.