Plan Ledger DOL Form 5500 · updated monthly

Hall Booth Smith PC401(k)

HALL BOOTH SMITH PC 401(K) PLAN · ATLANTA, GA · plan year 2024

Reported admin expense ratio · 2024
0.00%

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

Hall Booth Smith PC reported $1,525 in plan administrative expenses for 2024: 0.00% of average plan assets, lower than ~75% of peers. Employer contributions averaged $5,451 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 0.02% to 0.00%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other professional & technical services employers. By assets it is the 294th-largest of 2,160 plans among Georgia employers on file, and the 1,609th of 11,654 in professional & technical services. In 2024, employees put in $1.31 for every $1.00 the employer contributed; active participation has grown from 647 to 724 since 2022.

Plan summary
Net assets, end of year$93,421,122
Participants with balances913
Active participants724
Employer contributions$3,946,695
Employee contributions$5,156,904
Employer contribution per active participant$5,451
Average account balance$102,323
Benefits paid to participants$5,269,471
Plan auditUnmodified (clean) audit opinion
AuditorROEDL LANGFORD DE KOCK LLP
Plan history3
Yearassets · accounts · employer contribution
2024$93.4M · 913 accts · $3.9M emplr
2023$79.3M · 840 accts · $1.3M emplr
2022$64.1M · 721 accts · $1.2M emplr
The Hall Booth Smith PC 401(k) match · 2024
Employer contribution per active participant$5,451
Median for plans this size$3,635
2024$5,451 per active participant
2023$1,952 per active participant
2022$1,824 per active participant

Hall Booth Smith PC's 2024 employer contribution ran above the $3,635 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 · 20241

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

Recordkeeper by year2
2024Bank of America / Merrill
2023Bank of America / Merrill

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

Administrative cost history3
2024$1,525 · 0.00%
2023$1,360 · 0.00%
2022$16,410 · 0.02%
Same employer
Similar plansProfessional & Technical Services · Georgia
Frazier & Deeter, LLC GA$95.4M · 0.01%
Datascan Technologies, LLC GA$88.9M · 0.02%

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Source: U.S. Department of Labor, Form 5500 series, EIN 581852659 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.