Plan Ledger DOL Form 5500 · updated monthly

Lin R. Rogers Electrical Contractors, Inc.401(k)

LIN R. ROGERS ELECTRICAL CONTRACTORS, INC. 401(K) PROFIT SHARING PLAN · ALPHARETTA, GA · plan year 2024

Reported admin expense ratio · 2024
0.32%

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

Lin R. Rogers Electrical Contractors, Inc. reported $161,537 in plan administrative expenses for 2024: 0.32% of average plan assets, higher than ~75% of peers. Employer contributions averaged $2,110 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 fell from 0.33% to 0.32%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other construction employers. By assets it is the 429th-largest of 2,160 plans among Georgia employers on file, and the 981st of 5,337 in construction. In 2024, employees put in $2.65 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$54,670,243
Participants with balances1,143
Active participants883
Employer contributions$1,862,702
Employee contributions$4,936,722
Employer contribution per active participant$2,110
Average account balance$47,830
Benefits paid to participants$4,259,660
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$54.7M · 1,143 accts · $1.9M emplr
2023$47.8M · 1,072 accts · $1.6M emplr
2022$41.4M · 1,217 accts · $1.4M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$133,895
Investment management$27,642
Total administrative$161,537
The Lin R. Rogers Electrical Contractors, Inc. 401(k) match · 2024
Employer contribution per active participant$2,110
Median for plans this size$3,635
2024$2,110 per active participant
2023$2,072 per active participant
2022$1,695 per active participant

Lin R. Rogers Electrical Contractors, Inc.'s 2024 employer contribution ran below the $3,635 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 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20242
MERRILL LYNCH PIERCE FENNER & SMITH · Investment advisory (plan)$27,642

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$161,537 · 0.32%
2023$142,616 · 0.32%
2022$144,703 · 0.33%
Same employer
Similar plansConstruction · Georgia
Burton + Burton GA$54.6M · 0.19%
Nth Degree, Inc. GA$40.1M · 0.06%

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Source: U.S. Department of Labor, Form 5500 series, EIN 581539550 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.