Plan Ledger DOL Form 5500 · updated monthly

James-Bates-Brannan-Groover LLP401(k)

JAMES-BATES-BRANNAN-GROOVER LLP 401(K) PLAN · MACON, GA · plan year 2024

Reported admin expense ratio · 2024
0.57%

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

James-Bates-Brannan-Groover LLP reported $66,736 in plan administrative expenses for 2024: 0.57% of average plan assets, higher than ~75% of peers. Employer contributions averaged $4,652 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 0.57%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other professional & technical services employers. By assets it is among the smaller plans on file in Georgia (1,098th of 2,160), and 7,172nd of 11,654 in professional & technical services. In 2024, employees put in $1.95 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$12,728,223
Participants with balances161
Active participants113
Employer contributions$525,649
Employee contributions$1,025,351
Employer contribution per active participant$4,652
Average account balance$79,057
Benefits paid to participants$932,180
Plan auditUnmodified (clean) audit opinion
AuditorMCNAIR, MCLEMORE, MIDDLEBROOKS &AMP
Plan history3
Yearassets · accounts · employer contribution
2024$12.7M · 161 accts · $526K emplr
2023$10.6M · 174 accts · $430K emplr
2022$8.4M · 148 accts · $395K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$23,156
Investment management$43,580
Total administrative$66,736
The James-Bates-Brannan-Groover LLP 401(k) match · 2024
Employer contribution per active participant$4,652
Median for plans this size$2,416
2024$4,652 per active participant
2023$3,709 per active participant
2022$3,625 per active participant

James-Bates-Brannan-Groover LLP's 2024 employer contribution ran above the $2,416 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 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20242
NORTHWESTERN MUTUAL WEALTH MGMT CO · Investment advisory (plan)$43,580

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$66,736 · 0.57%
2023$52,641 · 0.55%
2022$49,384 · 0.58%
Same employer
Similar plansProfessional & Technical Services · Georgia
Deposco, Inc. GA$13.3M · 0.27%
T5 Data Centers LLC GA$13.3M · 0.26%
Mdsi GA$13.2M · 0.57%
Envistacom, LLC GA$13.0M · 0.31%
Bibliotheca, LLC GA$12.7M · 0.56%
Tekstream Solutions, LLC GA$12.6M · 0.46%
Quatrro Fpo Solutions, LLC GA$12.6M · 0.23%
Forge Consulting, LLC GA$12.5M · 0.64%

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Source: U.S. Department of Labor, Form 5500 series, EIN 582472336 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.