Plan Ledger DOL Form 5500 · updated monthly

Bennett & Pless, Inc.401(k)

BENNETT & PLESS, INC. 401K PLAN · ATLANTA, GA · plan year 2024

Reported admin expense ratio · 2024
0.24%

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

Bennett & Pless, Inc. reported $22,303 in plan administrative expenses for 2024: 0.24% of average plan assets, below the peer median. Employer contributions averaged $2,290 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 18,840 comparable plans and shown alongside other professional & technical services employers. By assets it is among the smaller plans on file in Georgia (1,186th of 2,160), and 7,705th of 11,654 in professional & technical services. In 2024, employees put in $3.38 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$10,965,113
Participants with balances178
Active participants177
Employer contributions$405,325
Employee contributions$1,371,773
Employer contribution per active participant$2,290
Average account balance$61,602
Benefits paid to participants$478,059
Plan auditUnmodified (clean) audit opinion
AuditorSYMPHONA LLP
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$2,810
Investment management$19,493
Total administrative$22,303
The Bennett & Pless, Inc. 401(k) match · 2024
Employer contribution per active participant$2,290
Median for plans this size$1,313

Bennett & Pless, Inc.'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
CAMBRIDGE INVEST. RESEARCH ADVISORS · Recordkeeping · Trustee$19,493
ADP, INC. · Loan processing · Recordkeeping$2,810

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

Administrative cost history1
2024$22,303 · 0.24%
Same employer
Similar plansProfessional & Technical Services · Georgia
Codemettle LLC GA$11.4M · 0.34%
Smart Source, LLC GA$11.1M · 0.52%
Datum Software GA$11.1M · 0.41%
Foy & Associates, PC GA$10.9M · 0.17%
Itineris NA, Inc. GA$10.9M · 0.49%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 580912087 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.