Plan Ledger DOL Form 5500 · updated monthly

Excelsior Ambulance Service Inc.401(k)

EXCELSIOR AMBULANCE SERVICE RETIREMENT PLAN · LUDOWICI, GA · plan year 2024

Reported admin expense ratio · 2024
2.12%

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

Excelsior Ambulance Service Inc. reported $18,444 in plan administrative expenses for 2024: 2.12% of average plan assets, above the peer median. Employer contributions averaged $1,749 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.

The plan sits in the under $1M size bracket, benchmarked here against 1,109 comparable plans and shown alongside other health care & social assistance employers. By assets it is among the smaller plans on file in Georgia (2,023rd of 2,160), and 10,747th of 11,911 in health care & social assistance. In 2024, the employer put in $2.85 for every $1.00 employees contributed themselves.

Plan summary
Net assets, end of year$1,187,266
Participants with balances414
Active participants281
Employer contributions$491,500
Employee contributions$172,551
Employer contribution per active participant$1,749
Average account balance$2,868
Benefits paid to participants$175,994
Plan auditUnmodified (clean) audit opinion
AuditorMCNAIR MCLEMORE MIDDLEBROOKS & CO
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$15,994
Investment management$2,450
Total administrative$18,444
The Excelsior Ambulance Service Inc. 401(k) match · 2024
Employer contribution per active participant$1,749
Median for plans this size$540

Excelsior Ambulance Service Inc.'s 2024 employer contribution ran above the $540 median for plans its size, placing it in the top 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 · 20243
ADP, INC. · Recordkeeping$2,354
PRINCIPAL LIFE INSURANGE COMPANY · Contract administrator$13,639
WILSHIRE ADVISORS LLC · 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 history1
2024$18,444 · 2.12%
Similar plansHealth Care & Social Assistance · Georgia
Legacy Link GA$1.3M · 1.09%
Genetic Foresight GA$1.2M · 1.33%
Personal Care, Inc. GA$1.1M · 3.12%

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Source: U.S. Department of Labor, Form 5500 series, EIN 450600978 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.