Plan Ledger DOL Form 5500 · updated monthly

F & W Forestry Services, Inc.401(k)

F & W FORESTRY SERVICES, INC. 401(K) SAVINGS AND RETIREMENT PLAN & TRUST · ALBANY, GA · plan year 2024

Reported admin expense ratio · 2024
0.32%

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

F & W Forestry Services, Inc. reported $62,949 in plan administrative expenses for 2024: 0.32% of average plan assets, above the peer median. Employer contributions averaged $2,282 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 0.40% to 0.32%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other agriculture, forestry & fishing employers. By assets it is the 843rd-largest of 2,160 plans among Georgia employers on file, and the 228th of 945 in agriculture, forestry & fishing. In 2024, employees put in $2.24 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$21,050,850
Participants with balances177
Active participants204
Employer contributions$465,486
Employee contributions$1,044,982
Employer contribution per active participant$2,282
Average account balance$118,931
Benefits paid to participants$1,189,665
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$21.1M · 177 accts · $465K emplr
2023$18.4M · 175 accts · $433K emplr
2022$15.5M · 167 accts · $408K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$62,949
Total administrative$62,949
The F & W Forestry Services, Inc. 401(k) match · 2024
Employer contribution per active participant$2,282
Median for plans this size$2,416
2024$2,282 per active participant
2023$2,222 per active participant
2022$2,150 per active participant

F & W Forestry Services, Inc.'s 2024 employer contribution ran below the $2,416 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 · 20241
JOHN HANCOCK LIFE INSURANCE COMPANY · Recordkeeping · Investment management$4,449

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

Recordkeeper by year2
2024John Hancock
2023John Hancock

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

Administrative cost history3
2024$62,949 · 0.32%
2023$55,706 · 0.33%
2022$65,540 · 0.40%
Same employer
Similar plansAgriculture, Forestry & Fishing · Georgia
Sar Trilogy, LLC GA$31.6M · 0.22%
Mobley Greenhouse, Inc. GA$10.1M · 0.37%
Weiler Forestry, Inc. GA$9.1M · 0.62%
House of Cheatham, LLC GA$6.2M · 0.39%

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Source: U.S. Department of Labor, Form 5500 series, EIN 580971978 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.