Plan Ledger DOL Form 5500 · updated monthly

Halocarbon Life Sciences, LLC401(k)

HALOCARBON 401(K) PLAN · PEACHTREE CORNERS, GA · plan year 2023

Reported admin expense ratio · 2023
0.24%

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

Halocarbon Life Sciences, LLC reported $64,546 in plan administrative expenses for 2023: 0.24% of average plan assets, below the peer median. Employer contributions averaged $4,572 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 has held roughly steady near 0.263%. The plan sits in the $10M–$50M size bracket, benchmarked here against 26,779 comparable plans and shown alongside other manufacturing employers. By assets it is the 698th-largest of 2,160 plans among Georgia employers on file, and the 4,699th of 13,661 in manufacturing. In 2023, employees put in $2.27 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$28,301,402
Participants with balances195
Active participants158
Employer contributions$722,320
Employee contributions$1,642,435
Employer contribution per active participant$4,572
Average account balance$145,135
Benefits paid to participants$2,591,811
Plan auditUnmodified (clean) audit opinion
AuditorBDG-CPAS
Plan history3
Yearassets · accounts · employer contribution
2024$27.6M · 185 accts · $648K emplr
2023$28.3M · 195 accts · $722K emplr
2022$24.9M · 197 accts · $699K emplr
Administrative expenses, itemized · 2023
Recordkeeping & contract admin$29,546
Investment management$35,000
Total administrative$64,546
The Halocarbon Life Sciences, LLC 401(k) match · 2023
Employer contribution per active participant$4,572
Median for plans this size$2,440
2024$4,289 per active participant
2023$4,572 per active participant
2022$4,287 per active participant

Halocarbon Life Sciences, LLC's 2023 employer contribution ran above the $2,440 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 2023 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20232
EMPOWER ANNUITY INSURANCE COMPANY O · Contract administrator · Recordkeeping$30,010
JANNEY MONTGOMERY SCOTT INC · Investment advisory (plan)$35,000

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

Administrative cost history3
2024$73,604 · 0.26%
2023$64,546 · 0.24%
2022$68,110 · 0.26%
Same employer
Similar plansManufacturing · Georgia
Mikart, LLC GA$29.1M · 0.43%
Royal Oak Enterprises GA$29.0M · 0.29%
Vecima Technology Inc. GA$28.6M · 0.11%
Anci, Inc. GA$27.7M · 0.05%
New Wincup Holdings, Inc. GA$26.6M · 0.12%
Tosca Services, LLC GA$26.6M · 0.36%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 221492756 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.