Plan Ledger DOL Form 5500 · updated monthly

Easter Seals North Georgia, Inc.401(k)

EASTER SEALS NORTH GEORGIA 401(K) PLAN · CLARKSTON, GA · plan year 2024

Reported admin expense ratio · 2024
0.08%

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

Easter Seals North Georgia, Inc. reported $2,659 in plan administrative expenses for 2024: 0.08% of average plan assets, lower than ~75% of peers. Employer contributions averaged $897 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 3 years on file its reported administrative ratio has held roughly steady near 0.08%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other health care & social assistance employers. By assets it is among the smaller plans on file in Georgia (1,771st of 2,160), and 8,893rd of 11,911 in health care & social assistance. In 2024, employees put in $1.65 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$3,531,557
Participants with balances134
Active participants250
Employer contributions$224,130
Employee contributions$369,787
Employer contribution per active participant$897
Average account balance$26,355
Benefits paid to participants$752,319
Plan auditUnmodified (clean) audit opinion
AuditorJONES AND KOLB
Plan history3
Yearassets · accounts · employer contribution
2024$3.5M · 134 accts · $224K emplr
2023$3.4M · 136 accts · $235K emplr
2022$3.0M · 147 accts
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$2,659
Total administrative$2,659
The Easter Seals North Georgia, Inc. 401(k) match · 2024
Employer contribution per active participant$897
Median for plans this size$1,313
2024$897 per active participant
2023$985 per active participant

Easter Seals North Georgia, Inc.'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
PRINCIPAL LIFE INSURANCE COMPANY · Contract administrator$2,659
UBS FINANCIAL SERVICES INC · Investment advisory (plan)indirect comp

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$2,659 · 0.08%
2023$2,800 · 0.09%
2022$2,894 · 0.07%
Same employer
Similar plansHealth Care & Social Assistance · Georgia
Evans Memorial Hospital GA$3.7M · 0.06%
Medside Corporation GA$3.6M · 0.21%
Longleaf Hospice, LLC GA$3.3M · 0.81%
Island Health Care, Inc. GA$3.3M · 0.73%
Georgia Bone & Joint, LLC GA$3.2M · 0.97%

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Source: U.S. Department of Labor, Form 5500 series, EIN 581919768 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.