Plan Ledger DOL Form 5500 · updated monthly

G. W. Henssler & Associates, LTD401(k)

G. W. HENSSLER & ASSOCIATES, LTD 401(K) PROFIT SHARING PLAN · KENNESAW, GA · plan year 2025

Reported admin expense ratio · 2025
0.12%

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

G. W. Henssler & Associates, LTD reported $28,015 in plan administrative expenses for 2025: 0.12% of average plan assets, lower than ~75% of peers. Employer contributions averaged $3,774 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 3 years on file its reported administrative ratio rose from 0.01% to 0.12%. The plan sits in the $10M–$50M size bracket, benchmarked here against 1,620 comparable plans and shown alongside other finance & insurance employers. By assets it is the 737th-largest of 2,160 plans among Georgia employers on file, and 2,646th of 4,798 in finance & insurance. In 2025, employees put in $2.13 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$25,826,942
Participants with balances158
Active participants138
Employer contributions$520,854
Employee contributions$1,108,946
Employer contribution per active participant$3,774
Average account balance$163,462
Benefits paid to participants$923,980
Plan auditUnmodified (clean) audit opinion
AuditorRESJ, PC
Plan history4
Yearassets · accounts · employer contribution
2025$25.8M · 158 accts · $521K emplr
2024$21.7M · 158 accts · $459K emplr
2023$19.1M · 137 accts · $418K emplr
2022$15.6M · 136 accts · $389K emplr
Administrative expenses, itemized · 2025
Recordkeeping & contract admin$28,015
Total administrative$28,015
The G. W. Henssler & Associates, LTD 401(k) match · 2025
Employer contribution per active participant$3,774
Median for plans this size$2,666
2025$3,774 per active participant
2024$3,233 per active participant
2023$3,192 per active participant
2022$2,991 per active participant

G. W. Henssler & Associates, LTD's 2025 employer contribution ran above the $2,666 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 2025 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20254
TRANSAMERICA RETIREMENT SOLUTIONS, · Recordkeeping · Loan processing$22,538
ERISA SERVICES OF GEORGIA, LLC · Recordkeeping · Loan processing$5,078
CHARLES SCHWAB & CO., INC. · Securities brokerage$56

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

Recordkeeper by year3
2025ERISA SERVICES OF GEORGIA, LLC, Transamerica
2024ERISA SERVICES OF GEORGIA, LLC, Transamerica
2023ERISA SERVICES OF GEORGIA, LLC, Transamerica

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

Administrative cost history4
2025$28,015 · 0.12%
2024$14,039 · 0.07%
2023$8,452 · 0.05%
2022$2,161 · 0.01%
Same employer
Similar plansFinance & Insurance · Georgia
Angel Oak Companies LP GA$28.8M · 0.28%
Angel Oak Companies GA$28.4M · 0.45%
Breckenridge Is, Inc. GA$26.3M · 0.02%
Yates LLC GA$25.0M · 0.46%
Metro City Bank GA$24.0M · 0.19%

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Source: U.S. Department of Labor, Form 5500 series, EIN 582189215 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.