Plan Ledger DOL Form 5500 · updated monthly

Fordharrison LLP401(k)

FORDHARRISON PARTNER & STAFF PROFIT SHARING PLAN · ATLANTA, GA · plan year 2024

Reported admin expense ratio · 2024
0.25%

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

Fordharrison LLP reported $119,793 in plan administrative expenses for 2024: 0.25% of average plan assets, below the peer median. Employer contributions averaged $11,950 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 0.04% to 0.25%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other professional & technical services employers. By assets it is the 447th-largest of 2,160 plans among Georgia employers on file, and the 2,679th of 11,654 in professional & technical services. In 2024, the employer put in $1.17 for every $1.00 employees contributed themselves.

Plan summary
Net assets, end of year$52,076,556
Participants with balances192
Active participants159
Employer contributions$1,900,059
Employee contributions$1,620,831
Employer contribution per active participant$11,950
Average account balance$271,232
Benefits paid to participants$3,824,422
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$52.1M · 192 accts · $1.9M emplr
2023$45.5M · 202 accts · $1.7M emplr
2022$38.1M · 200 accts · $1.7M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$29,631
Investment management$90,162
Total administrative$119,793
The Fordharrison LLP 401(k) match · 2024
Employer contribution per active participant$11,950
Median for plans this size$2,416
2024$11,950 per active participant
2023$10,936 per active participant
2022$11,280 per active participant

Fordharrison LLP's 2024 employer contribution ran above the $2,416 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 · 20244
TRANSAMERICA RET. SOL., LLC · Recordkeeping · Loan processing$31,350
FUTUREPLAN BY ASCENSUS · Recordkeeping · Loan processing$9,354
UBS FINANCIAL SERVICES INC · Investment advisory (plan)$90,162
CHARLES SCHWAB & CO., INC. · Securities brokerage$50

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

Recordkeeper by year2
2024Ascensus, Transamerica
2023Ascensus, Transamerica

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

Administrative cost history3
2024$119,793 · 0.25%
2023$86,411 · 0.21%
2022$15,643 · 0.04%
All plans at this employer2
FORDHARRISON PARTNER & STAFF PROFIT SHARING PLAN401(k)
FORDHARRISON ASSOCIATES & W-2 PARTNERS 401(K)PLAN401(k)
Same employer
Similar plansProfessional & Technical Services · Georgia
Newfields Companies, LLC GA$60.4M · 0.25%
Aptos, LLC GA$59.8M · 0.23%
Salesloft, Inc. GA$59.4M · 0.27%
Ebix, Inc. GA$52.8M · 0.27%
Miller Zell Inc. GA$51.1M · 0.03%
The Weather Company, LLC GA$51.0M · 0.21%
Tricentis USA Corp. GA$51.0M · 0.47%

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Source: U.S. Department of Labor, Form 5500 series, EIN 581314995 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.