Plan Ledger DOL Form 5500 · updated monthly

Hollis Cobb Associates, Inc.401(k)

HOLLIS COBB ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN · NORCROSS, GA · plan year 2024

Reported admin expense ratio · 2024
0.06%

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

Hollis Cobb Associates, Inc. reported $9,083 in plan administrative expenses for 2024: 0.06% of average plan assets, lower than ~75% of peers. Employer contributions averaged $796 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 0.057%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other administrative & support services employers. By assets it is the 941st-largest of 2,160 plans among Georgia employers on file, and the 685th of 2,534 in administrative & support services. In 2024, employees put in $1.83 for every $1.00 the employer contributed; active participation has grown from 413 to 617 since 2022.

Plan summary
Net assets, end of year$17,446,623
Participants with balances252
Active participants617
Employer contributions$491,329
Employee contributions$899,856
Employer contribution per active participant$796
Average account balance$69,233
Benefits paid to participants$682,623
Plan auditUnmodified (clean) audit opinion
AuditorSMITH&HOWARD
Plan history3
Yearassets · accounts · employer contribution
2024$17.4M · 252 accts · $491K emplr
2023$14.2M · 247 accts · $458K emplr
2022$11.5M · 223 accts · $384K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$9,083
Total administrative$9,083
The Hollis Cobb Associates, Inc. 401(k) match · 2024
Employer contribution per active participant$796
Median for plans this size$2,416
2024$796 per active participant
2023$1,026 per active participant
2022$929 per active participant

Hollis Cobb Associates, Inc.'s 2024 employer contribution ran below the $2,416 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 · 20241
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$9,083

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$9,083 · 0.06%
2023$7,936 · 0.06%
2022$7,046 · 0.06%
Same employer
Similar plansAdministrative & Support Services · Georgia
Hisense USA Corporation GA$19.6M · 0.48%
Mau Inc. GA$15.1M · 0.40%
Spear Group, LLC GA$14.7M · 0.11%

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Source: U.S. Department of Labor, Form 5500 series, EIN 581284427 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.