Plan Ledger DOL Form 5500 · updated monthly

Heidelberg Americas, Inc.401(k)

HEIDELBERG RETIREMENT SAVINGS PLAN · KENNESAW, GA · plan year 2024

Reported admin expense ratio · 2024
0.08%

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

Heidelberg Americas, Inc. reported $179,637 in plan administrative expenses for 2024: 0.08% of average plan assets, below the peer median. Employer contributions averaged $3,339 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 rose from 0.06% to 0.08%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other management of companies employers. By assets it is the 153rd-largest of 2,160 plans among Georgia employers on file, and the 136th of 786 in management of companies. In 2024, employees put in $3.68 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$228,468,924
Participants with balances664
Active participants445
Employer contributions$1,485,929
Employee contributions$5,472,893
Employer contribution per active participant$3,339
Average account balance$344,080
Benefits paid to participants$23,782,541
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$228.5M · 664 accts · $1.5M emplr
2023$215.2M · 695 accts · $1.5M emplr
2022$192.6M · 702 accts · $1.4M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$99,777
Investment management$79,260
Total administrative$179,637
The Heidelberg Americas, Inc. 401(k) match · 2024
Employer contribution per active participant$3,339
Median for plans this size$3,635
2024$3,339 per active participant
2023$3,232 per active participant
2022$3,001 per active participant

Heidelberg Americas, Inc.'s 2024 employer contribution ran below 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 · 20244
EMPOWER ADVISORY GROUP, LLC · Investment management$79,260
CHARLES SCHWAB · Securities brokerage$1,134
QDRO CONSULTANTS CO LLC · Consulting$600

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$179,637 · 0.08%
2023$147,305 · 0.07%
2022$141,669 · 0.06%
Same employer
Similar plansManagement of Companies · Georgia
Acuity Brands, Inc. GA$521.1M · 0.06%
Mativ Holdings, Inc. GA$508.1M · 0.03%
Travelport Inc. GA$427.7M · 0.07%
Snf Holding Company GA$182.5M · 0.17%
Zep Inc. GA$169.7M · 0.12%

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Source: U.S. Department of Labor, Form 5500 series, EIN 592272302 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.