Plan Ledger DOL Form 5500 · updated monthly

Fisherbroyles, LLP401(k)

FISHERBROYLES, LLP 401(K) PLAN · ATLANTA, GA · plan year 2023

Reported admin expense ratio · 2023
0.93%

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

Fisherbroyles, LLP reported $141,770 in plan administrative expenses for 2023: 0.93% of average plan assets, higher than ~90% of peers. Employer contributions averaged $485 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 0.81% to 0.69%. The plan sits in the $10M–$50M size bracket, benchmarked here against 26,779 comparable plans and shown alongside other professional & technical services employers. By assets it is the 947th-largest of 2,160 plans among Georgia employers on file, and 6,085th of 11,654 in professional & technical services. In 2023, employees put in $11.15 for every $1.00 the employer contributed; active participation has shrunk from 426 to 383 since 2022.

Plan summary
Net assets, end of year$17,203,882
Participants with balances188
Active participants383
Employer contributions$185,632
Employee contributions$2,069,948
Employer contribution per active participant$485
Average account balance$91,510
Benefits paid to participants$837,682
Plan auditUnmodified (clean) audit opinion
AuditorCOOPER SAVAS, LLC
Plan history3
Yearassets · accounts · employer contribution
2024$15.1M · 151 accts · $150K emplr
2023$17.2M · 188 accts · $186K emplr
2022$13.3M · 94 accts · $214K emplr
Administrative expenses, itemized · 2023
Recordkeeping & contract admin$99,532
Investment management$42,238
Total administrative$141,770
The Fisherbroyles, LLP 401(k) match · 2023
Employer contribution per active participant$485
Median for plans this size$2,440
2024$489 per active participant
2023$485 per active participant
2022$503 per active participant

Fisherbroyles, LLP's 2023 employer contribution ran below the $2,440 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 2023 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20233
PRINCIPAL LIFE INSURANCE COMPANY · Contract administrator · Loan processing$93,882
MORGAN STANLEY GLOBAL · Investment advisory (plan)$42,238
ORENDA RETIREMENT LLC · Contract administrator · Other services$5,650

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$110,753 · 0.69%
2023$141,770 · 0.93%
2022$111,479 · 0.81%
Same employer
Similar plansProfessional & Technical Services · Georgia
Procurement Advisors LLC GA$18.8M · 0.06%
Terma Inc. GA$18.2M · 0.43%
Zarya Intermediate, LLC. GA$17.1M · 0.36%
W3, LLC GA$16.9M · 0.91%
Kahua, Inc. GA$15.6M · 1.17%

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Source: U.S. Department of Labor, Form 5500 series, EIN 562332885 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.