Plan Ledger DOL Form 5500 · updated monthly

Fox-Rowden-McBrayer, Inc.401(k)

FOX ROWDEN MCBRAYER, INC. 401(K)/PROFIT SHARING PLAN · BUFORD, GA · plan year 2024

Reported admin expense ratio · 2024
0.07%

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

Fox-Rowden-McBrayer, Inc. reported $13,903 in plan administrative expenses for 2024: 0.07% of average plan assets, lower than ~75% of peers. Employer contributions averaged $2,066 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 0.11% to 0.07%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other wholesale trade employers. By assets it is the 839th-largest of 2,160 plans among Georgia employers on file, and the 1,807th of 4,246 in wholesale trade. In 2024, employees put in $2.80 for every $1.00 the employer contributed; active participation has grown from 109 to 200 since 2022.

Plan summary
Net assets, end of year$21,178,826
Participants with balances211
Active participants200
Employer contributions$413,216
Employee contributions$1,158,590
Employer contribution per active participant$2,066
Average account balance$100,374
Benefits paid to participants$3,750,896
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$21.2M · 211 accts · $413K emplr
2023$19.0M · 140 accts · $315K emplr
2022$15.4M · 135 accts · $366K emplr
Administrative expenses, itemized · 2024
Investment management$39,389
Total administrative$13,903
The Fox-Rowden-McBrayer, Inc. 401(k) match · 2024
Employer contribution per active participant$2,066
Median for plans this size$2,416
2024$2,066 per active participant
2023$2,740 per active participant
2022$3,358 per active participant

Fox-Rowden-McBrayer, 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 · 20242
STIFEL, NICOLAUS, & COMPANY, INC · Investment advisory (plan)$39,389
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processingindirect comp

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$13,903 · 0.07%
2023$13,663 · 0.08%
2022$19,690 · 0.11%
Same employer
Similar plansWholesale Trade · Georgia
Spanx, LLC GA$25.3M · 0.03%
Augusta Sportswear, Inc. GA$22.2M · 0.54%
Cheng Shin Rubber USA Inc GA$21.6M · 0.11%
Adisseo USA, Inc. GA$21.6M · 0.08%
J & L Ventures, LLC GA$20.7M · 0.08%
Ace Industries, Inc. GA$19.9M · 0.63%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 581051947 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.