Plan Ledger DOL Form 5500 · updated monthly

Hodges Management Company401(k)

HODGES MANAGEMENT COMPANY, INC. EMPLOYEE 401(K) RETIREMENT PLAN · STATESBORO, GA · plan year 2024

Reported admin expense ratio · 2024
0.13%

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

Hodges Management Company reported $3,892 in plan administrative expenses for 2024: 0.13% of average plan assets, lower than ~75% of peers. Employer contributions averaged $62 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 0.13%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other administrative & support services employers. By assets it is among the smaller plans on file in Georgia (1,813th of 2,160), and 1,735th of 2,534 in administrative & support services. In 2024, employees put in $10.00 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$3,138,446
Participants with balances106
Active participants316
Employer contributions$19,443
Employee contributions$194,420
Employer contribution per active participant$62
Average account balance$29,608
Benefits paid to participants$540,717
Plan auditUnmodified (clean) audit opinion
AuditorDABBS, HICKMAN, HILL & CANNON, LLP
Plan history3
Yearassets · accounts · employer contribution
2024$3.1M · 106 accts · $19K emplr
2023$3.0M · 102 accts · $17K emplr
2022$2.3M · 105 accts · $15K emplr
The Hodges Management Company 401(k) match · 2024
Employer contribution per active participant$62
Median for plans this size$1,313
2024$62 per active participant
2023$53 per active participant
2022$51 per active participant

Hodges Management Company's 2024 employer contribution ran below the $1,313 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 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20243
VOYA RETIREMENT ADVISORS, LLC · Investment advisory (participants)$1,340
DCS RETIRE, INC. · Other servicesindirect comp

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$3,892 · 0.13%
2023$2,531 · 0.09%
2022$1,666 · 0.06%
Same employer
Similar plansAdministrative & Support Services · Georgia
Contract Callers, Inc. GA$4.0M · 1.21%
Datamatx, Inc. GA$3.6M · 0.06%
Caduceus Healthcare, Inc. GA$2.8M · 1.61%

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Source: U.S. Department of Labor, Form 5500 series, EIN 582526790 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.