Plan Ledger DOL Form 5500 · updated monthly

Atlanta Union Mission 403B Plan403(b)

ATLANTA UNION MISSION 403(B) RETIREMENT PLAN · ATLANTA, GA · plan year 2024

Reported admin expense ratio · 2024
0.88%

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

Atlanta Union Mission 403B Plan reported $52,144 in plan administrative expenses for 2024: 0.88% of average plan assets, higher than ~75% of peers. Employer contributions averaged $1,363 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 rose from 0.82% to 0.88%. 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 (1,515th of 2,160), and 7,214th of 11,911 in health care & social assistance. In 2024, employees put in $1.24 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$6,279,226
Participants with balances278
Active participants223
Employer contributions$303,885
Employee contributions$377,973
Employer contribution per active participant$1,363
Average account balance$22,587
Benefits paid to participants$615,162
Plan auditDisclaimer of opinion
Plan history3
Yearassets · accounts · employer contribution
2024$6.3M · 278 accts · $304K emplr
2023$5.5M · 291 accts · $377K emplr
2022$4.2M · 259 accts · $293K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$50,825
Investment management$419
Total administrative$52,144
Employer contributions to the Atlanta Union Mission 403B Plan plan · 2024
Employer contribution per active participant$1,363
Median for plans this size$1,313
2024$1,363 per active participant
2023$1,730 per active participant
2022$1,344 per active participant

Atlanta Union Mission 403B Plan's 2024 employer contribution ran above 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 · 20242
RPA FINANCIAL, LLCindirect comp

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$52,144 · 0.88%
2023$38,825 · 0.80%
2022$38,818 · 0.82%
Same employer
Similar plansHealth Care & Social Assistance · Georgia

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Source: U.S. Department of Labor, Form 5500 series, EIN 580572430 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.