Plan Ledger DOL Form 5500 · updated monthly

Leadingagile, L.L.C.401(k)

LEADINGAGILE, L.L.C. 401(K) PLAN · DULUTH, GA · plan year 2023

Reported admin expense ratio · 2023
0.49%

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

Leadingagile, L.L.C. reported $31,473 in plan administrative expenses for 2023: 0.49% of average plan assets, below the peer median. Employer contributions averaged $12,128 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 0.502%. The plan sits in the $1M–$10M size bracket, benchmarked here against 22,307 comparable plans and shown alongside other professional & technical services employers. By assets it is among the smaller plans on file in Georgia (1,493rd of 2,160), and 9,187th of 11,654 in professional & technical services. active participation has shrunk from 105 to 92 since 2022.

Plan summary
Net assets, end of year$6,565,021
Participants with balances126
Active participants92
Employer contributions$1,115,794
Employee contributions—
Employer contribution per active participant$12,128
Average account balance$52,103
Benefits paid to participants$1,786,794
Plan auditUnmodified (clean) audit opinion
AuditorBMSS, LLC
Plan history3
Yearassets · accounts · employer contribution
2024$6.5M · 105 accts
2023$6.6M · 126 accts · $1.1M emplr
2022$6.3M · 143 accts
Administrative expenses, itemized · 2023
Audit (IQPA)$31,473
Total administrative$31,473
The Leadingagile, L.L.C. 401(k) match · 2023
Employer contribution per active participant$12,128
Median for plans this size$1,308

Leadingagile, L.L.C.'s 2023 employer contribution ran above the $1,308 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 2023 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20237
T. ROWE PRICE RPS, INC. · Recordkeeping · Trustee$31,473
FIDELITY · Investment managementindirect comp
JP MORGAN FUNDS · Investment managementindirect comp
MFS FUNDS · Investment managementindirect comp
IVY INVESTMENTS · Investment managementindirect comp
COHEN & STEERS FUNDS · Investment managementindirect comp
FRANKLIN TEMPLETON · Investment managementindirect comp

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

Recordkeeper by year2
2024T. Rowe Price
2023T. Rowe Price

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$32,666 · 0.50%
2023$31,473 · 0.49%
2022$33,856 · 0.50%
Similar plansProfessional & Technical Services · Georgia
Definition 6, Inc. GA$6.9M · 0.74%
Croy Engineering, LLC GA$6.8M · 0.24%
Nebo Agency, LLC GA$6.6M · 0.70%
HR Partners, Inc. GA$6.6M · 0.63%
Cinc Systems, LLC GA$6.2M · 0.05%
Campbell & Brannon LLC GA$6.0M · 0.02%

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Source: U.S. Department of Labor, Form 5500 series, EIN 273116104 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.