Plan Ledger DOL Form 5500 · updated monthly

Arnall Golden Gregory LLP401(k)

ARNALL GOLDEN GREGORY LLP SELF-EMPLOYED PERSONS RETIREMENT PLAN · ATLANTA, GA · plan year 2024

Reported admin expense ratio · 2024
0.18%

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

Arnall Golden Gregory LLP reported $301,214 in plan administrative expenses for 2024: 0.18% of average plan assets, above the peer median. Employer contributions averaged $21,645 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 0.21% to 0.18%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other professional & technical services employers. By assets it is the 197th-largest of 2,160 plans among Georgia employers on file, and the 925th of 11,654 in professional & technical services. In 2024, the employer put in $1.33 for every $1.00 employees contributed themselves.

Plan summary
Net assets, end of year$172,713,915
Participants with balances314
Active participants248
Employer contributions$5,367,881
Employee contributions$4,039,997
Employer contribution per active participant$21,645
Average account balance$550,044
Benefits paid to participants$10,210,785
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$172.7M · 314 accts · $5.4M emplr
2023$158.2M · 312 accts · $5.0M emplr
2022$136.3M · 309 accts · $4.2M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$56,184
Investment management$245,030
Total administrative$301,214
The Arnall Golden Gregory LLP 401(k) match · 2024
Employer contribution per active participant$21,645
Median for plans this size$3,635
2024$21,645 per active participant
2023$20,334 per active participant
2022$18,260 per active participant

Arnall Golden Gregory LLP's 2024 employer contribution ran above the $3,635 median for plans its size, placing it in the top 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 · 20248
SCHWAB RETIREMENT PLAN SERVICES,INC · Recordkeeping$56,234
SAVANT CAPITAL LLC · Investment advisory (participants) · Investment management$143,939
CAP FINANCIAL PARTNERS LLC · Investment management$46,187
HB WEALTH MANAGEMENT LLC · Investment advisory (participants)$20,085
ENVESTNET ASSET MANAGEMENT INC · Investment advisory (participants)$13,531
WAYPOINT WEALTH COUNSEL LLC · Investment advisory (participants)$9,247
CORNERCAP INVESTMENT COUNSEL I · Investment advisory (participants)$7,445
CHARLES SCHWAB & CO., INC. · Securities brokerage$5,297

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

Recordkeeper by year2
2024Charles Schwab
2023Charles Schwab

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Administrative cost history3
2024$301,214 · 0.18%
2023$317,444 · 0.22%
2022$295,399 · 0.21%
Same employer
Similar plansProfessional & Technical Services · Georgia
Enercon Services Inc GA$212.9M · 0.10%
Finthrive GA$183.5M · 0.11%
Morris, Manning & Martin LLP GA$149.7M · 0.02%
Alvaria, Inc. GA$139.6M · 0.09%

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Source: U.S. Department of Labor, Form 5500 series, EIN 580543673 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.