Plan Ledger DOL Form 5500 · updated monthly

Campbell & Brannon LLC401(k)

CAMPBELL & BRANNON LLC 401(K) PROFIT SHARING PLAN · ATLANTA, GA · plan year 2024

Reported admin expense ratio · 2024
0.02%

Campbell & Brannon LLC reported $1,100 in plan administrative expenses for 2024: 0.02% of average plan assets, lower than ~75% of peers. 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 0.03% to 0.02%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other professional & technical services employers. By assets it is among the smaller plans on file in Georgia (1,540th of 2,160), and 9,402nd of 11,654 in professional & technical services. active participation has shrunk from 149 to 100 since 2022.

Plan summary
Net assets, end of year$5,981,782
Participants with balances109
Active participants100
Employer contributions—
Employee contributions$654,906
Employer contribution per active participant—
Average account balance$54,879
Benefits paid to participants$626,328
Plan auditUnmodified (clean) audit opinion
AuditorSYMPHONA LLP
Plan history3
Yearassets · accounts · employer contribution
2024$6.0M · 109 accts
2023$5.3M · 107 accts
2022$4.6M · 111 accts
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$950
Total administrative$1,100
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 · 20241

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$1,100 · 0.02%
2023$13,566 · 0.27%
2022$1,300 · 0.03%
Same employer
Similar plansProfessional & Technical Services · Georgia
HR Partners, Inc. GA$6.6M · 0.63%
Leadingagile, L.L.C. GA$6.6M · 0.49%
Cinc Systems, LLC GA$6.2M · 0.05%
Jmb-Iii Holdco, Inc GA$5.5M · 0.30%

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Source: U.S. Department of Labor, Form 5500 series, EIN 582378335 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.