Plan Ledger DOL Form 5500 · updated monthly

C. Ross Management, LLC401(k)

C. ROSS MANAGEMENT 401(K) AND PROFIT SHARING PLAN · BOLINGBRAKE, GA · plan year 2024

Reported admin expense ratio · 2024
1.39%

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

C. Ross Management, LLC reported $34,760 in plan administrative expenses for 2024: 1.39% of average plan assets, higher than ~90% of peers. Employer contributions averaged $0 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 1.15% to 1.39%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other health care & social assistance employers. By assets it is among the smaller plans on file in Georgia (1,857th of 2,160), and 9,473rd of 11,911 in health care & social assistance.

Plan summary
Net assets, end of year$2,725,420
Participants with balances1,218
Active participants704
Employer contributions$0
Employee contributions$589,079
Employer contribution per active participant$0
Average account balance$2,238
Benefits paid to participants$405,154
Plan auditUnmodified (clean) audit opinion
AuditorHOWARD, MOORE & MCDUFFIE, P.C.
Plan history3
Yearassets · accounts · employer contribution
2024$2.7M · 1,218 accts
2023$2.3M · 1,008 accts
2022$1.8M · 1,423 accts
The C. Ross Management, LLC 401(k) match · 2024
Employer contribution per active participant$0
Median for plans this size$1,313

C. Ross Management, LLC'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.

Administrative cost history3
2024$34,760 · 1.39%
2023$66,563 · 3.25%
2022$20,882 · 1.15%
Same employer
Similar plansHealth Care & Social Assistance · Georgia
Hallmark Systems, Inc. GA$2.9M · 0.51%
Families First, Inc. GA$2.8M · 0.02%
Pineleaf Investments Inc. GA$2.5M · 1.27%
Gold Cross Ems, Inc. GA$2.4M · 0.32%

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Source: U.S. Department of Labor, Form 5500 series, EIN 464411757 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.