Plan Ledger DOL Form 5500 · updated monthly

Jim Ellis Atlanta, Inc.401(k)

JIM ELLIS ATLANTA, INC. 401(K) PLAN · ATLANTA, GA · plan year 2024

Reported admin expense ratio · 2024
0.41%

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

Jim Ellis Atlanta, Inc. reported $234,031 in plan administrative expenses for 2024: 0.41% of average plan assets, higher than ~90% of peers. Employer contributions averaged $1,195 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 0.36% to 0.41%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other retail trade employers. By assets it is the 391st-largest of 2,160 plans among Georgia employers on file, and the 546th of 5,215 in retail trade. In 2024, employees put in $4.01 for every $1.00 the employer contributed; active participation has grown from 1,203 to 1,353 since 2022.

Plan summary
Net assets, end of year$62,435,871
Participants with balances1,520
Active participants1,353
Employer contributions$1,616,423
Employee contributions$6,477,177
Employer contribution per active participant$1,195
Average account balance$41,076
Benefits paid to participants$6,160,217
Plan auditUnmodified (clean) audit opinion
AuditorROSS LANE & CO. LLC
Plan history3
Yearassets · accounts · employer contribution
2024$62.4M · 1,520 accts · $1.6M emplr
2023$53.1M · 1,235 accts
2022$45.4M · 1,097 accts
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$234,031
Total administrative$234,031
The Jim Ellis Atlanta, Inc. 401(k) match · 2024
Employer contribution per active participant$1,195
Median for plans this size$3,635

Jim Ellis Atlanta, Inc.'s 2024 employer contribution ran below the $3,635 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 · 20245
TRANSAMERICA RETIREMENT SOLUTIONS, · Recordkeeping · Loan processing$97,015
FUTUREPLAN BY ASCENSUS · Recordkeeping · Loan processing$54,750
ONEDIGITAL INVESTMENT ADVISORS · Investment advisory (plan)$67,467
ROSS LANE & COMPANY LLC · Accounting / audit$14,750

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Recordkeeper by year2
2024Ascensus, Transamerica
2023Ascensus, Transamerica

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Administrative cost history3
2024$234,031 · 0.41%
2023$200,696 · 0.41%
2022$179,046 · 0.36%
Same employer
Similar plansRetail Trade · Georgia
Guardian Pharmacy, LLC GA$91.2M · 0.18%
Hennessy Cadillac, Inc. GA$71.4M · 0.16%
The Paradies Shops, LLC GA$65.6M · 0.13%
Rbm of Atlanta, Inc. GA$54.2M · 0.19%

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Source: U.S. Department of Labor, Form 5500 series, EIN 581500444 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.