Plan Ledger DOL Form 5500 · updated monthly

Atlanticus Holdings Corporation401(k)

ATLANTICUS HOLDINGS CORPORATION 401(K) PLAN · ATLANTA, GA · plan year 2024

Reported admin expense ratio · 2024
0.11%

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

Atlanticus Holdings Corporation reported $59,428 in plan administrative expenses for 2024: 0.11% of average plan assets, below the peer median. Employer contributions averaged $2,134 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 0.16% to 0.11%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other management of companies employers. By assets it is the 418th-largest of 2,160 plans among Georgia employers on file, and the 263rd of 786 in management of companies. In 2024, employees put in $3.47 for every $1.00 the employer contributed; active participation has grown from 356 to 418 since 2022.

Plan summary
Net assets, end of year$57,101,402
Participants with balances460
Active participants418
Employer contributions$891,972
Employee contributions$3,094,824
Employer contribution per active participant$2,134
Average account balance$124,133
Benefits paid to participants$4,573,214
Plan auditUnmodified (clean) audit opinion
AuditorMOORE COLSON & COMPANY
Plan history3
Yearassets · accounts · employer contribution
2024$57.1M · 460 accts · $892K emplr
2023$49.3M · 434 accts · $801K emplr
2022$40.9M · 408 accts · $332K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$3,725
Investment management$51,223
Total administrative$59,428
The Atlanticus Holdings Corporation 401(k) match · 2024
Employer contribution per active participant$2,134
Median for plans this size$3,635
2024$2,134 per active participant
2023$2,069 per active participant
2022$933 per active participant

Atlanticus Holdings Corporation's 2024 employer contribution ran below the $3,635 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 · 20243
SOUTHEAST SERIES OF LOCKTON LLC$31,711
BDO$23,992

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

Recordkeeper by year2
2024Bank of America / Merrill
2023Bank of America / Merrill

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$59,428 · 0.11%
2023$58,840 · 0.13%
2022$71,666 · 0.16%
Same employer
Similar plansManagement of Companies · Georgia
Snf Holding Company GA$182.5M · 0.17%
Zep Inc. GA$169.7M · 0.12%
Techcxo, LLC GA$42.0M · 0.10%
Futuretech Holding Company GA$37.3M · 0.13%

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Source: U.S. Department of Labor, Form 5500 series, EIN 582336689 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.