Plan Ledger DOL Form 5500 · updated monthly

Blake & Pendleton, Inc.401(k)

BLAKE & PENDLETON, INC. 401(K) PROFIT SHARING PLAN · MACON, GA · plan year 2024

Reported admin expense ratio · 2024
0.02%

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

Blake & Pendleton, Inc. reported $3,100 in plan administrative expenses for 2024: 0.02% of average plan assets, lower than ~75% of peers. Employer contributions averaged $1,596 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 0.41% to 0.02%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other other services employers. By assets it is the 1,029th-largest of 2,160 plans among Georgia employers on file, and the 1,311th of 3,341 in other services. In 2024, employees put in $2.88 for every $1.00 the employer contributed; active participation has grown from 191 to 229 since 2022.

Plan summary
Net assets, end of year$14,621,570
Participants with balances230
Active participants229
Employer contributions$365,371
Employee contributions$1,053,716
Employer contribution per active participant$1,596
Average account balance$63,572
Benefits paid to participants$1,377,193
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$14.6M · 230 accts · $365K emplr
2023$13.0M · 174 accts · $321K emplr
2022$10.6M · 171 accts · $309K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$3,100
Total administrative$3,100
The Blake & Pendleton, Inc. 401(k) match · 2024
Employer contribution per active participant$1,596
Median for plans this size$2,416
2024$1,596 per active participant
2023$1,598 per active participant
2022$1,620 per active participant

Blake & Pendleton, Inc.'s 2024 employer contribution ran below the $2,416 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
MORGAN STANLEY SMITH BARNEYindirect comp
PRECISION PLAN ADMINISTRATION · Other servicesindirect 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$3,100 · 0.02%
2023$34,493 · 0.29%
2022$47,329 · 0.41%
Same employer
Similar plansOther Services · Georgia
Aspirion Health Resources GA$24.0M · 0.62%
The Ogeechee Group, Inc. GA$20.0M · 0.15%
Points of Light Foundation GA$14.8M · 0.32%
Syfan Logistics, Inc. GA$14.3M · 0.68%

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Source: U.S. Department of Labor, Form 5500 series, EIN 581094736 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.