Plan Ledger DOL Form 5500 · updated monthly

Aoa Management Company Limited Partnership401(k)

AOA MANAGEMENT CO. 401(K) PLAN · ROSWELL, GA · plan year 2024

Employer contribution per participant · 2024
$2,072

Aoa Management Company Limited Partnership's 2024 Form 5500 did not separately report plan administrative expenses, which is common where recordkeeping is paid through investment revenue-sharing or a master trust. The plan held $34,118,328 across 438 participant accounts, with employer contributions averaging $2,072 per active participant. See methodology for what Form 5500 does and doesn't capture.

Across the 2 years on file its reported administrative ratio has held roughly steady near 0.059%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other professional & technical services employers. By assets it is the 622nd-largest of 2,160 plans among Georgia employers on file, and the 3,774th of 11,654 in professional & technical services. In 2024, employees put in $3.29 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$34,118,328
Participants with balances438
Active participants313
Employer contributions$648,419
Employee contributions$2,136,426
Employer contribution per active participant$2,072
Average account balance$77,896
Benefits paid to participants$3,635,994
Plan auditUnmodified (clean) audit opinion
AuditorMMQ & ASSOCIATES, P.C.
Plan history3
Yearassets · accounts · employer contribution
2024$34.1M · 438 accts · $648K emplr
2023$30.6M · 406 accts · $570K emplr
2022$26.2M · 400 accts · $553K emplr
Administrative expenses, itemized · 2024
Investment management$40,000
Audit (IQPA)$9,500
Total administrative-$2,819
The Aoa Management Company Limited Partnership 401(k) match · 2024
Employer contribution per active participant$2,072
Median for plans this size$2,416
2024$2,072 per active participant
2023$1,889 per active participant
2022$1,912 per active participant

Aoa Management Company Limited Partnership's 2024 employer contribution ran below the $2,416 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.

Service providers · 20243
ONEDIGITAL INVESTMENT ADVISORS LLC · Investment advisory (plan)$40,000
MMQ & ASSOCIATES, P.C. · Accounting / audit$9,500

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Administrative cost history3
2024Not separately reported
2023$16,674 · 0.06%
2022$16,724 · 0.06%
Same employer
Similar plansProfessional & Technical Services · Georgia
Intralot USA GA$35.7M · 0.42%
Alexander Proudfoot Company GA$34.4M · 0.29%
Seatec Consulting Inc. GA$33.0M · 0.10%
Pyramid Consulting, Inc. GA$32.8M · 0.89%
Drew Eckl & Farnham LLP GA$32.7M · 0.11%

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Source: U.S. Department of Labor, Form 5500 series, EIN 208075233 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.