Plan Ledger DOL Form 5500 · updated monthly

Constangy, Brooks, Smith & Prophete LLP401(k)

CONSTANGY, BROOKS, SMITH & PROPHETE, LLP SAVINGS AND INVESTMENT PROFIT SHARING PLAN · ATLANTA, GA · plan year 2024

Reported admin expense ratio · 2024
0.02%

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

Constangy, Brooks, Smith & Prophete LLP reported $17,860 in plan administrative expenses for 2024: 0.02% of average plan assets, lower than ~75% of peers. Employer contributions averaged $4,199 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 0.00% to 0.02%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other professional & technical services employers. By assets it is the 284th-largest of 2,160 plans among Georgia employers on file, and the 1,568th of 11,654 in professional & technical services. In 2024, employees put in $1.91 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$96,345,825
Participants with balances452
Active participants427
Employer contributions$1,793,025
Employee contributions$3,421,145
Employer contribution per active participant$4,199
Average account balance$213,154
Benefits paid to participants$9,656,447
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$96.3M · 452 accts · $1.8M emplr
2023$87.0M · 430 accts · $1.6M emplr
2022$78.7M · 391 accts · $1.6M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$17,860
Total administrative$17,860
The Constangy, Brooks, Smith & Prophete LLP 401(k) match · 2024
Employer contribution per active participant$4,199
Median for plans this size$3,635
2024$4,199 per active participant
2023$3,582 per active participant
2022$4,075 per active participant

Constangy, Brooks, Smith & Prophete LLP's 2024 employer contribution ran above the $3,635 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 · 20242
PRINCIPAL LIFE INSURANCE COMPANY · Contract administrator · Loan processing$79,219
MORNINGSTAR INVESTMENT MANAGEMENT L · Investment advisory (participants)indirect comp

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$17,860 · 0.02%
2023$67,749 · 0.08%
2022$4,060 · 0.00%
Same employer
Similar plansProfessional & Technical Services · Georgia
Meridian Cooperative, Inc. GA$109.3M · 0.26%
Artivion, Inc. GA$101.7M · 0.17%
Prgx USA, Inc. GA$96.4M · 0.17%
Frazier & Deeter, LLC GA$95.4M · 0.01%
Hall Booth Smith PC GA$93.4M · 0.00%

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Source: U.S. Department of Labor, Form 5500 series, EIN 580616335 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.