Plan Ledger DOL Form 5500 · updated monthly

Ambling Property Investments, LLC401(k)

AMBLING PROPERTY INVESTMENTS, LLC RETIREMENT SAVINGS PLAN · VALDOSTA, GA · plan year 2024

Reported admin expense ratio · 2024
0.66%

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

Ambling Property Investments, LLC reported $33,329 in plan administrative expenses for 2024: 0.66% of average plan assets, above the peer median. Employer contributions averaged $432 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 fell from 0.85% to 0.66%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other real estate & leasing employers. By assets it is among the smaller plans on file in Georgia (1,585th of 2,160), and 1,474th of 2,096 in real estate & leasing. In 2024, employees put in $6.27 for every $1.00 the employer contributed; active participation has grown from 101 to 129 since 2022.

Plan summary
Net assets, end of year$5,366,882
Participants with balances110
Active participants129
Employer contributions$55,694
Employee contributions$349,327
Employer contribution per active participant$432
Average account balance$48,790
Benefits paid to participants$404,656
Plan auditUnmodified (clean) audit opinion
AuditorCLEMENTS, PURVIS & STEWART, P.C.
Plan history3
Yearassets · accounts · employer contribution
2024$5.4M · 110 accts · $56K emplr
2023$4.8M · 120 accts · $84K emplr
2022$4.8M · 141 accts · $87K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$3,785
Investment management$15,044
Audit (IQPA)$14,500
Total administrative$33,329
The Ambling Property Investments, LLC 401(k) match · 2024
Employer contribution per active participant$432
Median for plans this size$1,313
2024$432 per active participant
2023$923 per active participant
2022$863 per active participant

Ambling Property Investments, 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
FINTRUST CAPITAL ADV DBA FINTRUST · Investment advisory (plan)$15,044
CLEMENTS, PURVIS & STEWART, PC · Accounting / audit$14,500

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$33,329 · 0.66%
2023$31,307 · 0.66%
2022$47,220 · 0.85%
Same employer
Similar plansReal Estate & Leasing · Georgia
The Shopping Center Group GA$7.2M · 0.05%
Rise Residential, LLC GA$6.0M · 0.98%
Avila Real Estate, LLC GA$5.6M · 0.07%
Radco Residential, LLC GA$5.2M · 1.26%
Oxblue Corporation GA$4.9M · 0.80%
Metro Brokers, Inc. GA$4.7M · 0.81%

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Source: U.S. Department of Labor, Form 5500 series, EIN 201317231 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.