Plan Ledger DOL Form 5500 · updated monthly

Brand Share 401K Savings & Profit Sharing Plan401(k)

BRAND SHARE 401K SAVINGS & PROFIT SHARING PLAN · KENNESAW, GA · plan year 2024

Reported admin expense ratio · 2024
0.18%

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

Brand Share 401K Savings & Profit Sharing Plan reported $628,078 in plan administrative expenses for 2024: 0.18% of average plan assets, higher than ~75% of peers. Employer contributions averaged $689 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 0.17% to 0.18%. The plan sits in the $250M–$1B size bracket, benchmarked here against 2,883 comparable plans and shown alongside other construction employers. By assets it is the 103rd-largest of 2,160 plans among Georgia employers on file, and the 198th of 5,337 in construction. In 2024, employees put in $1.93 for every $1.00 the employer contributed; active participation has shrunk from 28,298 to 21,834 since 2022.

Plan summary
Net assets, end of year$356,037,119
Participants with balances6,131
Active participants21,834
Employer contributions$15,049,575
Employee contributions$29,108,693
Employer contribution per active participant$689
Average account balance$58,072
Benefits paid to participants$55,469,449
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$356.0M · 6,131 accts · $15.0M emplr
2023$323.4M · 5,653 accts · $12.7M emplr
2022$276.7M · 6,410 accts · $11.9M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$419,504
Investment management$208,574
Total administrative$628,078
The Brand Share 401K Savings & Profit Sharing Plan 401(k) match · 2024
Employer contribution per active participant$689
Median for plans this size$4,294
2024$689 per active participant
2023$1,140 per active participant
2022$421 per active participant

Brand Share 401K Savings & Profit Sharing Plan's 2024 employer contribution ran below the $4,294 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 · 20243
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$419,504
STRATEGIC ADVISORS, INC. · Investment advisory (plan)$126,074
PNC BANK NATIONAL ASSOCIATION · Investment advisory (plan)$82,500

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$628,078 · 0.18%
2023$500,140 · 0.17%
2022$519,718 · 0.17%
Same employer
Similar plansConstruction · Georgia
White Cap, L.P. GA$782.1M · 0.19%
Tk Elevator Corporation GA$667.7M · 0.03%
Kajima U.S.A. Inc. GA$244.9M · 0.05%
Artera Services, LLC GA$234.0M · 0.21%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 133909681 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.