Plan Ledger DOL Form 5500 · updated monthly

Clark & Washington, PC401(k)

CLARK & WASHINGTON, PC 401(K) PROFIT SHARING PLAN & TRUST · ATLANTA, GA · plan year 2023

Reported admin expense ratio · 2023
0.14%

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

Clark & Washington, PC reported $4,106 in plan administrative expenses for 2023: 0.14% of average plan assets, lower than ~75% of peers. Employer contributions averaged $159 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 1 year on file its reported administrative ratio rose from 0.14% to 0.31%. The plan sits in the $1M–$10M size bracket, benchmarked here against 22,307 comparable plans and shown alongside other professional & technical services employers. By assets it is among the smaller plans on file in Georgia (1,814th of 2,160), and 10,493rd of 11,654 in professional & technical services. In 2023, employees put in $17.05 for every $1.00 the employer contributed; active participation has shrunk from 75 to 58 since 2022.

Plan summary
Net assets, end of year$3,136,540
Participants with balances209
Active participants58
Employer contributions$9,199
Employee contributions$156,821
Employer contribution per active participant$159
Average account balance$15,007
Benefits paid to participants$66,038
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$3.0M · 159 accts · $10K emplr
2023$3.1M · 209 accts · $9K emplr
2022$2.7M · 186 accts · $7K emplr
The Clark & Washington, PC 401(k) match · 2023
Employer contribution per active participant$159
Median for plans this size$1,308
2024$128 per active participant
2023$159 per active participant
2022$100 per active participant

Clark & Washington, PC's 2023 employer contribution ran below the $1,308 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 2023 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20231
NATIONWIDE INSURANCE · Investment advisory (participants) · Loan processing$4,106

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$9,439 · 0.31%
2023$4,106 · 0.14%
2022Not separately reported
Similar plansProfessional & Technical Services · Georgia
Charter Global, Inc. GA$3.6M · 0.33%
Rwdc Industries, LLC GA$3.6M · 1.23%
Amr Resources, LLC GA$3.3M · 0.72%
Allyon, Inc. GA$3.0M · 1.17%
Softpath System, LLC GA$2.5M · 0.10%

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Source: U.S. Department of Labor, Form 5500 series, EIN 581638667 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.