Plan Ledger DOL Form 5500 · updated monthly

Document Technologies, LLC401(k)

EPIQ 401(K) RETIREMENT PLAN · ATLANTA, GA · plan year 2024

Reported admin expense ratio · 2024
0.19%

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

Document Technologies, LLC reported $543,967 in plan administrative expenses for 2024: 0.19% of average plan assets, higher than ~75% of peers. Employer contributions averaged $884 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 fell from 0.22% to 0.19%. The plan sits in the $250M–$1B size bracket, benchmarked here against 2,883 comparable plans and shown alongside other professional & technical services employers. By assets it is the 113th-largest of 2,160 plans among Georgia employers on file, and the 533rd of 11,654 in professional & technical services. In 2024, employees put in $4.38 for every $1.00 the employer contributed; active participation has grown from 6,371 to 7,298 since 2022.

Plan summary
Net assets, end of year$318,747,088
Participants with balances4,417
Active participants7,298
Employer contributions$6,454,954
Employee contributions$28,255,820
Employer contribution per active participant$884
Average account balance$72,164
Benefits paid to participants$26,116,096
Plan auditUnmodified (clean) audit opinion
AuditorCARR, RIGGS, & INGRAM
Plan history3
Yearassets · accounts · employer contribution
2024$318.7M · 4,417 accts · $6.5M emplr
2023$266.5M · 4,403 accts · $6.5M emplr
2022$211.3M · 4,137 accts · $5.4M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$337,190
Investment management$174,277
Audit (IQPA)$32,500
Total administrative$543,967
The Document Technologies, LLC 401(k) match · 2024
Employer contribution per active participant$884
Median for plans this size$4,294
2024$884 per active participant
2023$934 per active participant
2022$853 per active participant

Document Technologies, LLC's 2024 employer contribution ran below the $4,294 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 · 20244
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$316,889
STRATEGIC ADVISORS, INC. · Investment advisory (plan)$105,918
CREATIVE PLANNING LLC · Investment advisory (plan)$68,359
CRI · Accounting / audit$32,500

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$543,967 · 0.19%
2023$483,931 · 0.20%
2022$511,389 · 0.22%
Same employer
Similar plansProfessional & Technical Services · Georgia
Fisher & Phillips LLP GA$396.8M · 0.06%
Innova Solutions, Inc. GA$348.8M · 0.21%
Elekta, Inc. GA$337.5M · 0.02%
Sage Software Inc. GA$331.8M · 0.09%
Landis&Gyr Technology, Inc. GA$231.9M · 0.03%

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Source: U.S. Department of Labor, Form 5500 series, EIN 582413793 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.