Plan Ledger DOL Form 5500 · updated monthly

Bremen-Bowdon Investment Company401(k)

BREMEN-BOWDON INVESTMENT COMPANY RETIREMENT PLAN · BOWDON, GA · plan year 2024

Reported admin expense ratio · 2024
0.98%

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

Bremen-Bowdon Investment Company reported $31,139 in plan administrative expenses for 2024: 0.98% of average plan assets, higher than ~75% of peers. Employer contributions averaged $92 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 1.46% to 0.98%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other manufacturing employers. By assets it is among the smaller plans on file in Georgia (1,807th of 2,160), and 12,178th of 13,661 in manufacturing. In 2024, employees put in $6.56 for every $1.00 the employer contributed; active participation has shrunk from 127 to 71 since 2022.

Plan summary
Net assets, end of year$3,185,348
Participants with balances62
Active participants71
Employer contributions$6,521
Employee contributions$42,791
Employer contribution per active participant$92
Average account balance$51,377
Benefits paid to participants$434,832
Plan auditUnmodified (clean) audit opinion
AuditorSMITH AND HOWARD PC
Plan history3
Yearassets · accounts · employer contribution
2024$3.2M · 62 accts · $7K emplr
2023$3.2M · 105 accts · $12K emplr
2022$2.9M · 138 accts · $91K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$5,146
Trustee / custodial$25,993
Total administrative$31,139
The Bremen-Bowdon Investment Company 401(k) match · 2024
Employer contribution per active participant$92
Median for plans this size$1,313
2024$92 per active participant
2023$112 per active participant
2022$719 per active participant

Bremen-Bowdon Investment Company's 2024 employer contribution ran below the $1,313 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 · 20242
EPIC RETIREMENT PLAN SERVICES · Recordkeeping · Participant communication$5,146
RENASANT BANK · Trustee · Investment advisory (plan)$25,993

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

Recordkeeper by year2
2024EPIC RPS
2023EPIC RPS

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

Administrative cost history3
2024$31,139 · 0.98%
2023$30,546 · 1.01%
2022$49,001 · 1.46%
Similar plansManufacturing · Georgia
Thrush Aircraft, LLC GA$3.4M · 0.12%
Thomson Plastics, Inc. GA$3.3M · 1.41%
Spg International, LLC GA$3.1M · 0.20%
Aalto Scientific, LTD. GA$3.0M · 0.33%

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Source: U.S. Department of Labor, Form 5500 series, EIN 580533925 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.