Plan Ledger DOL Form 5500 · updated monthly

Annandale at Suwanee, Inc.403(b)

ANNANDALE AT SUWANEE, INC. 403(B) PLAN · SUWANEE, GA · plan year 2024

Reported admin expense ratio · 2024
0.13%

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

Annandale at Suwanee, Inc. reported $5,556 in plan administrative expenses for 2024: 0.13% of average plan assets, lower than ~75% of peers. Employer contributions averaged $938 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 3 years on file its reported administrative ratio has held roughly steady near 0.128%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other health care & social assistance employers. By assets it is among the smaller plans on file in Georgia (1,656th of 2,160), and 8,131st of 11,911 in health care & social assistance. In 2024, employees put in $2.18 for every $1.00 the employer contributed; active participation has grown from 150 to 178 since 2022.

Plan summary
Net assets, end of year$4,629,392
Participants with balances259
Active participants178
Employer contributions$167,038
Employee contributions$364,080
Employer contribution per active participant$938
Average account balance$17,874
Benefits paid to participants$309,204
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$4.6M · 259 accts · $167K emplr
2023$4.1M · 267 accts · $139K emplr
2022$3.5M · 250 accts · $156K emplr
Administrative expenses, itemized · 2024
Investment management$5,556
Total administrative$5,556
Employer contributions to the Annandale at Suwanee, Inc. plan · 2024
Employer contribution per active participant$938
Median for plans this size$1,313
2024$938 per active participant
2023$814 per active participant
2022$1,037 per active participant

Annandale at Suwanee, Inc.'s 2024 employer contribution ran below the $1,313 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 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20241
VALIC · Loan processing$5,556

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$5,556 · 0.13%
2023$4,875 · 0.13%
2022$4,665 · 0.13%
Same employer
Similar plansHealth Care & Social Assistance · Georgia
Oaks Senior Living, LLC GA$4.9M · 1.15%
Nobis Works, Inc. GA$4.4M · 0.67%
Open Hand Atlanta, Inc. GA$4.3M · 0.04%

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Source: U.S. Department of Labor, Form 5500 series, EIN 586081470 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.