Plan Ledger DOL Form 5500 · updated monthly

Anderson Holding Company, Inc.401(k)

ANDERSON HOLDING COMPANY, INC. 401(K) PLAN AND TRUST · AUGUSTA, GA · plan year 2022

Reported admin expense ratio · 2022
0.67%

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

Anderson Holding Company, Inc. reported $13,060 in plan administrative expenses for 2022: 0.67% of average plan assets, above the peer median. Employer contributions averaged $723 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 $1M–$10M size bracket, benchmarked here against 30,021 comparable plans and shown alongside other transportation & warehousing employers. By assets it is among the smaller plans on file in Georgia (1,950th of 2,160), and 2,127th of 2,677 in transportation & warehousing. In 2022, employees put in $1.30 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$1,924,031
Participants with balances129
Active participants308
Employer contributions$222,611
Employee contributions$289,104
Employer contribution per active participant$723
Average account balance$14,915
Benefits paid to participants$270,065
Plan auditUnmodified (clean) audit opinion
AuditorSEROTTA MADDOCKS EVANS & CO. , CPAS
Administrative expenses, itemized · 2022
Recordkeeping & contract admin$2,675
Professional / advisory$10,385
Total administrative$13,060
The Anderson Holding Company, Inc. 401(k) match · 2022
Employer contribution per active participant$723
Median for plans this size$1,114

Anderson Holding Company, Inc.'s 2022 employer contribution ran below the $1,114 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$13,060 · 0.67%
Similar plansTransportation & Warehousing · Georgia
Tq Logistics, Inc. GA$2.4M · 0.41%
Stord Fulfillment, LLC GA$2.3M · 0.01%
The Rosedale Group, Inc. GA$2.1M · 0.17%
Onl-Rbw Logistics GA$866K · 1.18%
East-West Express, Inc GA$444K · 1.23%

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Source: U.S. Department of Labor, Form 5500 series, EIN 582216002 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.