Plan Ledger DOL Form 5500 · updated monthly

Fogle's, Inc.401(k)

FOGLE'S, INC. 401(K) SAVINGS AND RETIREMENT PLAN · NEESES, SC · plan year 2024

Reported admin expense ratio · 2024
0.96%

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

Fogle's, Inc. reported $64,994 in plan administrative expenses for 2024: 0.96% of average plan assets, higher than ~75% of peers. Employer contributions averaged $912 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 rose from 0.52% to 0.96%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other retail trade employers. By assets it is among the smaller plans on file in South Carolina (502nd of 807), and 3,184th of 5,215 in retail trade. In 2024, employees put in $1.26 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$7,406,731
Participants with balances177
Active participants339
Employer contributions$309,074
Employee contributions$389,313
Employer contribution per active participant$912
Average account balance$41,846
Benefits paid to participants$355,571
Plan auditUnmodified (clean) audit opinion
AuditorMOSS & YANTIS, CPA
Plan history3
Yearassets · accounts · employer contribution
2024$7.4M · 177 accts · $309K emplr
2023$6.2M · 218 accts · $321K emplr
2022$5.3M · 223 accts · $323K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$64,994
Total administrative$64,994
The Fogle's, Inc. 401(k) match · 2024
Employer contribution per active participant$912
Median for plans this size$1,313
2024$912 per active participant
2023$955 per active participant
2022$1,037 per active participant

Fogle's, 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 · 20245
MERRILL LYNCH PIERCE FENNER SMITH I · Investment advisory (plan)$19,928
ASCENSUS HOLDING/DBA FUTURE PLAN · Contract administrator$16,365
MOSS & YANTIS · Accounting / audit$13,075
ECONOMIC GROP PENSION SERVICES LLC · Contract administrator$1,850

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$64,994 · 0.96%
2023$55,002 · 0.95%
2022$30,126 · 0.52%
Same employer
Similar plansRetail Trade · South Carolina
The Parrott Group, Inc. SC$8.1M · 0.72%
Jupiter Holdings, LLC SC$7.6M · 0.62%
McE Cars, Inc. SC$6.7M · 0.07%
Palmetto Ford Inc SC$6.7M · 0.06%
Broad River Retail, LLC SC$6.6M · 1.25%

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Source: U.S. Department of Labor, Form 5500 series, EIN 570832371 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.