Plan Ledger DOL Form 5500 · updated monthly

Atlanta Historical Society, Inc403(b)

ATLANTA HISTORICAL SOCIETY, INC. TAX SHELTERED ANNUITY · ATLANTA, GA · plan year 2022

Reported admin expense ratio · 2022
0.38%

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

Atlanta Historical Society, Inc reported $16,077 in plan administrative expenses for 2022: 0.38% of average plan assets, below the peer median. Employer contributions averaged $606 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 arts, entertainment & recreation employers. By assets it is among the smaller plans on file in Georgia (1,724th of 2,160), and 1,001st of 1,311 in arts, entertainment & recreation. In 2022, employees put in $3.83 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$3,977,325
Participants with balances82
Active participants105
Employer contributions$63,671
Employee contributions$243,689
Employer contribution per active participant$606
Average account balance$48,504
Benefits paid to participants$153,881
Plan auditUnmodified (clean) audit opinion
Administrative expenses, itemized · 2022
Recordkeeping & contract admin$16,077
Total administrative$16,077
Employer contributions to the Atlanta Historical Society, Inc plan · 2022
Employer contribution per active participant$606
Median for plans this size$1,114

Atlanta Historical Society, 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$16,077 · 0.38%
Similar plansArts, Entertainment & Recreation · Georgia
See Rock City, Inc. GA$6.8M · 0.00%
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Ansley Golf Club Inc. GA$4.4M · 0.02%
Druid Hills Golf Club GA$3.8M · 0.62%

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Source: U.S. Department of Labor, Form 5500 series, EIN 580566162 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.