Plan Ledger DOL Form 5500 · updated monthly

Atticus Franchise Group LLC401(k)

ATTICUS CORPORATE 401(K) PROFIT SHARING PLAN & TRUST · ATLANTA, GA · plan year 2024

Reported admin expense ratio · 2024
1.22%

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

Atticus Franchise Group LLC reported $9,421 in plan administrative expenses for 2024: 1.22% of average plan assets, above the peer median. Employer contributions averaged $0 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 1.68% to 1.22%. The plan sits in the under $1M size bracket, benchmarked here against 1,109 comparable plans and shown alongside other other services employers. By assets it is among the smaller plans on file in Georgia (2,056th of 2,160), and 3,094th of 3,341 in other services. active participation has shrunk from 1,576 to 1,324 since 2022.

Plan summary
Net assets, end of year$890,219
Participants with balances175
Active participants1,324
Employer contributions$0
Employee contributions$319,568
Employer contribution per active participant$0
Average account balance$5,087
Benefits paid to participants$155,346
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$890K · 175 accts
2023$650K · 167 accts
2022$295K · 101 accts
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$784
Investment management$7,777
Trustee / custodial$860
Total administrative$9,421
The Atticus Franchise Group LLC 401(k) match · 2024
Employer contribution per active participant$0
Median for plans this size$540

Atticus Franchise Group LLC's 2024 employer contribution ran below the $540 median for plans its size, in the bottom 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 · 20241
EXCEL WEALTH MANAGEMENT, LLC · Investment advisory (participants)$7,198

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$9,421 · 1.22%
2023$5,795 · 1.23%
2022$3,469 · 1.68%
Similar plansOther Services · Georgia
Oryza Group GA$2.1M · 0.67%
Reformation Holdings Inc GA$773K · 1.03%
Sawyer Business Group Inc GA$402K · 3.44%

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Source: U.S. Department of Labor, Form 5500 series, EIN 474423569 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.