Plan Ledger DOL Form 5500 · updated monthly

Insignia Living of Georgia LLC401(k)

INSIGNIA LIVING OF GEORGIA LLC 401(K) PROFIT SHARING PLAN AND TRUST · ALPHARETTA, GA · plan year 2022

Reported admin expense ratio · 2022
2.24%

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

Insignia Living of Georgia LLC reported $13,227 in plan administrative expenses for 2022: 2.24% of average plan assets, higher than ~75% of peers. Employer contributions averaged $180 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.

The plan sits in the under $1M size bracket, benchmarked here against 4,041 comparable plans and shown alongside other health care & social assistance employers. By assets it is among the smaller plans on file in Georgia (2,087th of 2,160), and 11,336th of 11,911 in health care & social assistance. In 2022, employees put in $6.68 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$519,312
Participants with balances88
Active participants61
Employer contributions$10,989
Employee contributions$73,361
Employer contribution per active participant$180
Average account balance$5,901
Benefits paid to participants$140,120
Plan auditUnmodified (clean) audit opinion
AuditorFALCON DAVILA LLC
Administrative expenses, itemized · 2022
Recordkeeping & contract admin$6,288
Investment management$6,939
Total administrative$13,227
The Insignia Living of Georgia LLC 401(k) match · 2022
Employer contribution per active participant$180
Median for plans this size$331

Insignia Living of Georgia LLC's 2022 employer contribution ran below the $331 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 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history1
2022$13,227 · 2.24%
Similar plansHealth Care & Social Assistance · Georgia
Ameripro Ems LLC GA$643K · 0.57%
Dentfirst PC GA$607K · 0.78%
Galerie Living, LLC GA$593K · 0.82%
Mlh Salude - Gwinnett LLC GA$505K · 0.80%
The Place at Martinez GA$405K · 0.09%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 660721646 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.