Plan Ledger DOL Form 5500 · updated monthly

Golden Triangle Planning and Development District, Inc.403(b)

GOLDEN TRIANGLE PLANNING AND DEVELOPMENT DISTRICT, INC. TAX-SHELTERED ANNUITY PLAN · STARKVILLE, MS · plan year 2024

Reported admin expense ratio · 2024
0.00%

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

Golden Triangle Planning and Development District, Inc. reported $324 in plan administrative expenses for 2024: 0.00% of average plan assets, lower than ~75% of peers. Employer contributions averaged $2,140 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 1 year on file its reported administrative ratio fell from 0.15% to 0.00%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other other services employers. By assets it is the 130th-largest of 367 plans among Mississippi employers on file, and the 1,355th of 3,341 in other services. In 2024, employees put in $1.35 for every $1.00 the employer contributed; active participation has shrunk from 115 to 103 since 2022.

Plan summary
Net assets, end of year$13,857,676
Participants with balances149
Active participants103
Employer contributions$220,391
Employee contributions$297,013
Employer contribution per active participant$2,140
Average account balance$93,005
Benefits paid to participants$585,156
Plan auditUnmodified (clean) audit opinion
AuditorWATKINS, WARD & STAFFORD, PLLC
Plan history3
Yearassets · accounts · employer contribution
2024$13.9M · 149 accts · $220K emplr
2023$13.1M · 173 accts · $232K emplr
2022$12.5M · 181 accts · $254K emplr
Employer contributions to the Golden Triangle Planning and Development District, Inc. plan · 2024
Employer contribution per active participant$2,140
Median for plans this size$2,416
2024$2,140 per active participant
2023$2,235 per active participant
2022$2,206 per active participant

Golden Triangle Planning and Development District, 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
AMERICAN UNITED LIFE INSURANCE CO. · Recordkeeping · Participant communication$375
CSENGE ADVISORY GROUP · Investment advisory (participants) · Investment advisory (plan)indirect comp

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

Recordkeeper by year2
2024OneAmerica
2023OneAmerica

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

Administrative cost history3
2024$324 · 0.00%
2023$19,732 · 0.15%
2022Not separately reported
Similar plansOther Services · Mississippi
Neca-Ibew Local 480 MS$123.2M · 0.22%
Puckett Machinery Company MS$50.6M · 0.25%
Delta Health Alliance, Inc. MS$14.8M · 0.04%

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Source: U.S. Department of Labor, Form 5500 series, EIN 640508015 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.