Plan Ledger DOL Form 5500 · updated monthly

Currey & Company, Inc.401(k)

CURREY & COMPANY, INC. 401(K) SAVINGS PLAN · ATLANTA, GA · plan year 2024

Reported admin expense ratio · 2024
0.01%

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

Currey & Company, Inc. reported $2,203 in plan administrative expenses for 2024: 0.01% of average plan assets, lower than ~75% of peers. Employer contributions averaged $2,896 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 0.009% to 0.015%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other retail trade employers. By assets it is the 975th-largest of 2,160 plans among Georgia employers on file, and the 1,794th of 5,215 in retail trade. In 2024, employees put in $2.35 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$16,164,085
Participants with balances124
Active participants110
Employer contributions$318,534
Employee contributions$747,710
Employer contribution per active participant$2,896
Average account balance$130,356
Benefits paid to participants$275,165
Plan history3
Yearassets · accounts · employer contribution
2024$16.2M · 124 accts · $319K emplr
2023$13.6M · 117 accts · $279K emplr
2022$11.0M · 101 accts · $256K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$2,203
Total administrative$2,203
The Currey & Company, Inc. 401(k) match · 2024
Employer contribution per active participant$2,896
Median for plans this size$2,416
2024$2,896 per active participant
2023$2,583 per active participant
2022$2,461 per active participant

Currey & Company, Inc.'s 2024 employer contribution ran above 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
AMERICAN UNITED LIFE INSURANCE CO · Recordkeeping · Loan processing$2,203

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Recordkeeper by year2
2024OneAmerica
2023OneAmerica

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$2,203 · 0.01%
2023$2,556 · 0.02%
2022$1,073 · 0.01%
Similar plansRetail Trade · Georgia
Pull-A-Part LLC GA$18.3M · 0.05%
Wayfield Foods, Inc. GA$17.8M · 0.14%
Vaden Holding, Inc. GA$17.7M · 0.66%
J C Lewis Motor Co., Inc. GA$15.0M · 0.38%

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Source: U.S. Department of Labor, Form 5500 series, EIN 582210634 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.