Plan Ledger DOL Form 5500 · updated monthly

Cf Foundation, Inc.401(k)

CF FOUNDATION, INC. SALARY DEFERRAL PLAN · ATLANTA, GA · plan year 2024

Reported admin expense ratio · 2024
0.17%

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

Cf Foundation, Inc. reported $22,621 in plan administrative expenses for 2024: 0.17% of average plan assets, below the peer median. Employer contributions averaged $2,138 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 0.167%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other arts, entertainment & recreation employers. By assets it is the 1,062nd-largest of 2,160 plans among Georgia employers on file, and the 555th of 1,311 in arts, entertainment & recreation. In 2024, employees put in $1.30 for every $1.00 the employer contributed; active participation has shrunk from 194 to 151 since 2022.

Plan summary
Net assets, end of year$13,714,618
Participants with balances199
Active participants151
Employer contributions$322,769
Employee contributions$418,315
Employer contribution per active participant$2,138
Average account balance$68,918
Benefits paid to participants$2,691,426
Plan auditUnmodified (clean) audit opinion
AuditorFRAZIER AND DEETER
Plan history3
Yearassets · accounts · employer contribution
2024$13.7M · 199 accts · $323K emplr
2023$13.4M · 197 accts · $359K emplr
2022$12.6M · 218 accts · $334K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$22,621
Total administrative$22,621
The Cf Foundation, Inc. 401(k) match · 2024
Employer contribution per active participant$2,138
Median for plans this size$2,416
2024$2,138 per active participant
2023$4,327 per active participant
2022$1,720 per active participant

Cf Foundation, Inc.'s 2024 employer contribution ran below the $2,416 median for plans its size. 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 · 20241
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$22,621

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$22,621 · 0.17%
2023$21,685 · 0.17%
2022$23,815 · 0.17%
Similar plansArts, Entertainment & Recreation · Georgia
The Recreational Group LLC GA$16.6M · 0.54%
Capital City Club GA$16.1M · 0.02%
Cooper Holdings, Inc. GA$14.8M · 0.06%
Zoo Atlanta GA$12.4M · 0.28%
The Landings Club, Inc. GA$10.8M · 0.58%
Atlanta Athletic Club GA$10.6M · 0.56%

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Source: U.S. Department of Labor, Form 5500 series, EIN 581743909 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.