Plan Ledger DOL Form 5500 · updated monthly

Docufree Corporation401(k)

DOCUFREE CORPORATION 401(K) PLAN · ALPHARETTA, GA · plan year 2024

Reported admin expense ratio · 2024
0.23%

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

Docufree Corporation reported $13,114 in plan administrative expenses for 2024: 0.23% of average plan assets, below the peer median. Employer contributions averaged $673 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 0.18% to 0.23%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other information & media employers. By assets it is among the smaller plans on file in Georgia (1,519th of 2,160), and 1,788th of 2,199 in information & media. In 2024, employees put in $1.82 for every $1.00 the employer contributed; active participation has grown from 195 to 387 since 2022.

Plan summary
Net assets, end of year$6,232,361
Participants with balances140
Active participants387
Employer contributions$260,644
Employee contributions$474,257
Employer contribution per active participant$673
Average account balance$44,517
Benefits paid to participants$668,935
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$6.2M · 140 accts · $261K emplr
2023$5.2M · 128 accts · $201K emplr
2022$3.4M · 77 accts · $153K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$13,114
Total administrative$13,114
The Docufree Corporation 401(k) match · 2024
Employer contribution per active participant$673
Median for plans this size$1,313
2024$673 per active participant
2023$464 per active participant
2022$786 per active participant

Docufree Corporation's 2024 employer contribution ran below the $1,313 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
TRANSAMERICA LIFE INSURANCE COMPANY · Recordkeeping · Loan processing$7,314
RETIREMENT PLAN ADMINISTRATORS, LLC · Recordkeeping · Loan processing$5,800

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

Recordkeeper by year2
2024RETIREMENT PLAN ADMINISTRATORS, LLC, Transamerica
2023RETIREMENT PLAN ADMINISTRATORS, LLC, Transamerica

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

Administrative cost history3
2024$13,114 · 0.23%
2023$6,925 · 0.16%
2022$6,257 · 0.18%
Same employer
Similar plansInformation & Media · Georgia
Intellum, Inc. GA$6.9M · 0.58%
Florence Healthcare, Inc. GA$6.7M · 0.52%
Cde Services, LLC GA$6.6M · 0.85%
Shiji US, Inc. GA$5.6M · 0.28%
Interdev, LLC GA$5.6M · 0.51%

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Source: U.S. Department of Labor, Form 5500 series, EIN 582483016 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.