Plan Ledger DOL Form 5500 · updated monthly

Control Southern, Inc.401(k)

CONTROL SOUTHERN INC. PROFIT SHARING PLAN · SUWANEE, GA · plan year 2024

Reported admin expense ratio · 2024
0.32%

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

Control Southern, Inc. reported $146,233 in plan administrative expenses for 2024: 0.32% of average plan assets, above the peer median. Employer contributions averaged $5,547 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 0.28% to 0.32%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other wholesale trade employers. By assets it is the 471st-largest of 2,160 plans among Georgia employers on file, and the 842nd of 4,246 in wholesale trade. In 2024, employees put in $1.47 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$48,932,337
Participants with balances368
Active participants247
Employer contributions$1,370,015
Employee contributions$2,007,983
Employer contribution per active participant$5,547
Average account balance$132,968
Benefits paid to participants$4,602,617
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$48.9M · 368 accts · $1.4M emplr
2023$43.5M · 359 accts · $1.2M emplr
2022$35.3M · 333 accts · $1.0M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$90,589
Investment management$55,644
Total administrative$146,233
The Control Southern, Inc. 401(k) match · 2024
Employer contribution per active participant$5,547
Median for plans this size$2,416
2024$5,547 per active participant
2023$4,988 per active participant
2022$4,200 per active participant

Control Southern, Inc.'s 2024 employer contribution ran above the $2,416 median for plans its size, placing it in the top 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.

Service providers · 20243
ONEDIGITAL INVESTMENT ADVISORS LLC · Investment advisory (plan)$38,862
EMPOWER ADVISORY GROUP, LLC · Investment management$16,782

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$146,233 · 0.32%
2023$110,488 · 0.28%
2022$105,594 · 0.28%
All plans at this employer2
CONTROL SOUTHERN INC. PROFIT SHARING PLAN401(k)
CONTROL SOUTHERN, INC. EMPLOYEE STOCK OWNERSHIP PLANESOP
Same employer
Similar plansWholesale Trade · Georgia
Fibervisions Corporation GA$49.9M · 0.05%
Ajc International, Inc. GA$49.1M · 0.04%
Asm Assembly Systems,Llc GA$47.3M · 0.33%
KIDS2, Inc. GA$45.8M · 0.34%
N.A. Williams Co. Inc. GA$44.0M · 0.19%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 580807099 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.