Plan Ledger DOL Form 5500 · updated monthly

Cortland Holdings, LLC401(k)

CORTLAND HOLDINGS, LLC 401(K) PLAN · ATLANTA, GA · plan year 2024

Reported admin expense ratio · 2024
0.79%

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

Cortland Holdings, LLC reported $415,074 in plan administrative expenses for 2024: 0.79% of average plan assets, higher than ~90% of peers. Employer contributions averaged $586 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 0.15% to 0.79%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other real estate & leasing employers. By assets it is the 417th-largest of 2,160 plans among Georgia employers on file, and the 252nd of 2,096 in real estate & leasing. In 2024, employees put in $6.44 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$57,122,838
Participants with balances3,403
Active participants2,381
Employer contributions$1,394,994
Employee contributions$8,984,142
Employer contribution per active participant$586
Average account balance$16,786
Benefits paid to participants$7,781,153
Plan auditUnmodified (clean) audit opinion
AuditorSEAY & WEISSINGER, LLC
Plan history3
Yearassets · accounts · employer contribution
2024$57.1M · 3,403 accts · $1.4M emplr
2023$48.0M · 3,010 accts · $1.6M emplr
2022$32.8M · 2,914 accts · $1.1M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$285,512
Total administrative$415,074
The Cortland Holdings, LLC 401(k) match · 2024
Employer contribution per active participant$586
Median for plans this size$3,635
2024$586 per active participant
2023$652 per active participant
2022$467 per active participant

Cortland Holdings, LLC's 2024 employer contribution ran below the $3,635 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 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$285,512

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$415,074 · 0.79%
2023$187,650 · 0.46%
2022$49,854 · 0.15%
Same employer
Similar plansReal Estate & Leasing · Georgia
Gables Residential Services GA$103.9M · 0.27%
Jamestown Management Corp. GA$90.2M · 0.27%
Trimont LLC GA$74.6M · 0.12%
Cousins Employees, LLC GA$51.1M · 0.13%
Selig Enterprises, Inc. GA$47.7M · 0.08%
Walton Communities, LLC GA$44.8M · 0.03%
Rangewater Real Estate, LLC GA$44.8M · 0.74%

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Source: U.S. Department of Labor, Form 5500 series, EIN 465619534 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.