Plan Ledger DOL Form 5500 · updated monthly

Exploring Management LLC401(k)

EXPLORING MANAGEMENT LLC 401(K) PROFIT SHARING PLAN & TRUST · ATLANTA, GA · plan year 2023

Reported admin expense ratio · 2023
0.20%

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

Exploring Management LLC reported $8,323 in plan administrative expenses for 2023: 0.20% of average plan assets, below the peer median. Employer contributions averaged $847 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 has held roughly steady near 0.20%. The plan sits in the $1M–$10M size bracket, benchmarked here against 22,307 comparable plans and shown alongside other professional & technical services employers. By assets it is among the smaller plans on file in Georgia (1,635th of 2,160), and 9,866th of 11,654 in professional & technical services. In 2023, employees put in $3.39 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$4,827,180
Participants with balances133
Active participants160
Employer contributions$135,482
Employee contributions$459,570
Employer contribution per active participant$847
Average account balance$36,295
Benefits paid to participants$161,109
Plan auditUnmodified (clean) audit opinion
AuditorWILLIAMS BENATOR & LIBBY, LLP
Plan history2
Yearassets · accounts · employer contribution
2023$4.8M · 133 accts · $135K emplr
2022$3.6M · 133 accts · $91K emplr
Administrative expenses, itemized · 2023
Recordkeeping & contract admin$118
Investment management$8,205
Total administrative$8,323
The Exploring Management LLC 401(k) match · 2023
Employer contribution per active participant$847
Median for plans this size$1,308
2023$847 per active participant
2022$601 per active participant

Exploring Management LLC's 2023 employer contribution ran below the $1,308 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 2023 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20231
CAMBRIDGE INVESTMENT RESEARCH · Investment advisory (participants)$8,205

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

Administrative cost history2
2023$8,323 · 0.20%
2022$7,620 · 0.21%
Similar plansProfessional & Technical Services · Georgia
The Icebox Cool Stuff LLC GA$5.0M · 0.40%
Roi Healthcare Solutions GA$5.0M · 0.35%
Asrt, Inc. GA$4.7M · 0.08%
Cady Studios, LLC GA$4.7M · 0.12%
Clickdimensions LLC GA$4.7M · 0.12%

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Source: U.S. Department of Labor, Form 5500 series, EIN 810876436 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.