Plan Ledger DOL Form 5500 · updated monthly

Freeman Mathis & Gary, LLP401(k)

FREEMAN MATHIS & GARY, LLP RETIREMENT SAVINGS 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

Freeman Mathis & Gary, LLP reported $85,133 in plan administrative expenses for 2024: 0.25% of average plan assets, below the peer median. Employer contributions averaged $5,302 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 0.18% 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 552nd-largest of 2,160 plans among Georgia employers on file, and the 3,301st of 11,654 in professional & technical services. In 2024, employees put in $1.21 for every $1.00 the employer contributed; active participation has grown from 175 to 399 since 2022.

Plan summary
Net assets, end of year$40,020,129
Participants with balances593
Active participants399
Employer contributions$2,115,390
Employee contributions$2,551,619
Employer contribution per active participant$5,302
Average account balance$67,488
Benefits paid to participants$847,207
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$40.0M · 593 accts · $2.1M emplr
2023$27.8M · 481 accts · $1.6M emplr
2022$23.4M · 360 accts · $1.1M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$85,133
Total administrative$85,133
The Freeman Mathis & Gary, LLP 401(k) match · 2024
Employer contribution per active participant$5,302
Median for plans this size$2,416
2024$5,302 per active participant
2023$5,152 per active participant
2022$6,341 per active participant

Freeman Mathis & Gary, 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 · 20243
TRANSAMERICA RETIREMENT SOLUTIONS, · Recordkeeping · Loan processing$29,384
FUTUREPLAN BY ASCENSUS · Recordkeeping · Loan processing$13,475
UBS FINANCIAL SERVICES INC · Investment advisory (plan)$72,340

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$85,133 · 0.25%
2023$55,387 · 0.22%
2022$41,810 · 0.18%
All plans at this employer2
FREEMAN MATHIS & GARY, LLP RETIREMENT SAVINGS PLAN401(k)
FREEMAN MATHIS & GARY, LLP ATTORNEY RETIREMENT SAVINGS PLAN401(k)
Same employer
Similar plansProfessional & Technical Services · Georgia
Nucleus Central Inc. GA$41.5M · 0.19%
Sparq Holdings, Inc. GA$41.1M · 0.60%
Matrix Resources, LLC GA$39.5M · 0.12%
Pic Group, Inc. GA$38.2M · 0.32%

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Source: U.S. Department of Labor, Form 5500 series, EIN 582288491 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.