Plan Ledger DOL Form 5500 · updated monthly

Gran Quartz, LP401(k)

PEARLMAN GROUP 401(K) PLAN · SUWANEE, GA · plan year 2025

Reported admin expense ratio · 2025
0.41%

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

Gran Quartz, LP reported $70,825 in plan administrative expenses for 2025: 0.41% of average plan assets, above the peer median. Employer contributions averaged $1,467 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 4 years on file its reported administrative ratio has held roughly steady near 0.41%. The plan sits in the $10M–$50M size bracket, benchmarked here against 1,620 comparable plans and shown alongside other wholesale trade employers. By assets it is the 888th-largest of 2,160 plans among Georgia employers on file, and the 1,947th of 4,246 in wholesale trade. In 2025, employees put in $3.19 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$19,366,018
Participants with balances361
Active participants319
Employer contributions$468,080
Employee contributions$1,492,738
Employer contribution per active participant$1,467
Average account balance$53,645
Benefits paid to participants$907,129
Plan auditUnmodified (clean) audit opinion
Plan history4
Yearassets · accounts · employer contribution
2025$19.4M · 361 accts · $468K emplr
2024$15.4M · 336 accts · $439K emplr
2023$14.1M · 314 accts · $448K emplr
2022$12.0M · 310 accts · $427K emplr
Administrative expenses, itemized · 2025
Recordkeeping & contract admin$37,005
Investment management$33,820
Total administrative$70,825
The Gran Quartz, LP 401(k) match · 2025
Employer contribution per active participant$1,467
Median for plans this size$2,666
2025$1,467 per active participant
2024$1,490 per active participant
2023$1,535 per active participant
2022$1,458 per active participant

Gran Quartz, LP's 2025 employer contribution ran below the $2,666 median for plans its size, in the bottom 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 2025 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20252
CREATIVE PLANNING LLC · Investment advisory (plan)$33,820

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

Administrative cost history4
2025$70,825 · 0.41%
2024$63,632 · 0.43%
2023$80,816 · 0.62%
2022$51,243 · 0.39%
Similar plansWholesale Trade · Georgia
Ace Industries, Inc. GA$19.9M · 0.63%
Harbin Lumber Co., Inc. GA$19.5M · 0.36%
Hall Boys, Inc. GA$17.3M · 0.07%

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Source: U.S. Department of Labor, Form 5500 series, EIN 582368164 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.