Plan Ledger DOL Form 5500 · updated monthly

Lenbrook Square Foundation, Inc.401(k)

LENBROOK SQUARE FOUNDATION, INC. 401(K) SAVINGS PLAN · ATLANTA, GA · plan year 2024

Reported admin expense ratio · 2024
1.20%

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

Lenbrook Square Foundation, Inc. reported $120,678 in plan administrative expenses for 2024: 1.20% of average plan assets, higher than ~90% of peers. Employer contributions averaged $748 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 1.09% to 1.20%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other health care & social assistance employers. By assets it is among the smaller plans on file in Georgia (1,202nd of 2,160), and the 5,495th of 11,911 in health care & social assistance. In 2024, employees put in $4.55 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$10,745,916
Participants with balances363
Active participants360
Employer contributions$269,360
Employee contributions$1,224,784
Employer contribution per active participant$748
Average account balance$29,603
Benefits paid to participants$1,339,335
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$10.7M · 363 accts · $269K emplr
2023$9.4M · 369 accts · $320K emplr
2022$7.3M · 371 accts · $322K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$120,678
Total administrative$120,678
The Lenbrook Square Foundation, Inc. 401(k) match · 2024
Employer contribution per active participant$748
Median for plans this size$2,416
2024$748 per active participant
2023$879 per active participant
2022$856 per active participant

Lenbrook Square Foundation, 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 · 20243
PRINCIPAL LIFE INSURANCE COMPANY · Contract administrator · Loan processing$72,351
UBS FINANCIAL SERVICES INC · Investment advisory (plan)$34,077
ORENDA RETIREMENT, LLC · Contract administrator · Other services$14,250

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$120,678 · 1.20%
2023$97,924 · 1.17%
2022$80,566 · 1.09%
Same employer
Similar plansHealth Care & Social Assistance · Georgia
Aylo Health, LLC GA$10.8M · 0.91%
Specialty Management, Inc. GA$10.8M · 0.27%
Hospice Savannah, Inc. GA$10.2M · 0.02%

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Source: U.S. Department of Labor, Form 5500 series, EIN 581416841 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.