Plan Ledger DOL Form 5500 · updated monthly

Burton + Burton401(k)

BURTON + BURTON PROFIT SHARING & 401K PLAN · BOGART, GA · plan year 2024

Reported admin expense ratio · 2024
0.19%

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

Burton + Burton reported $104,310 in plan administrative expenses for 2024: 0.19% of average plan assets, above the peer median. Employer contributions averaged $1,112 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 3 years on file its reported administrative ratio has held roughly steady near 0.19%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other construction employers. By assets it is the 430th-largest of 2,160 plans among Georgia employers on file, and the 982nd of 5,337 in construction. In 2024, employees put in $4.29 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$54,637,823
Participants with balances283
Active participants223
Employer contributions$248,022
Employee contributions$1,063,152
Employer contribution per active participant$1,112
Average account balance$193,067
Benefits paid to participants$4,669,907
Plan auditUnmodified (clean) audit opinion
AuditorMARSHALL JONES
Plan history3
Yearassets · accounts · employer contribution
2024$54.6M · 283 accts · $248K emplr
2023$52.7M · 297 accts · $992K emplr
2022$44.2M · 310 accts · $990K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$52,391
Investment management$51,919
Total administrative$104,310
The Burton + Burton 401(k) match · 2024
Employer contribution per active participant$1,112
Median for plans this size$3,635
2024$1,112 per active participant
2023$4,240 per active participant
2022$4,305 per active participant

Burton + Burton's 2024 employer contribution ran below the $3,635 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
ASCENSUS LLC · Recordkeeping$52,391
INVESTMENT RESEARCH & ADVISORY GROU · Investment advisory (plan)$51,919

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

Recordkeeper by year2
2024Ascensus
2023Ascensus

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

Administrative cost history3
2024$104,310 · 0.19%
2023$97,216 · 0.20%
2022$86,767 · 0.20%
Same employer
Similar plansConstruction · Georgia
Nth Degree, Inc. GA$40.1M · 0.06%
Cleveland Group, Inc. GA$39.5M · 0.00%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 580811291 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.