Plan Ledger DOL Form 5500 · updated monthly

Lingo Management, LLC401(k)

LINGO MANAGEMENT, LLC 401(K) PLAN · ATLANTA, GA · plan year 2024

Reported admin expense ratio · 2024
0.46%

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

Lingo Management, LLC reported $72,008 in plan administrative expenses for 2024: 0.46% of average plan assets, higher than ~75% of peers. Employer contributions averaged $1,146 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 0.57% to 0.46%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other information & media employers. By assets it is the 988th-largest of 2,160 plans among Georgia employers on file, and 1,184th of 2,199 in information & media. In 2024, employees put in $5.91 for every $1.00 the employer contributed; active participation has shrunk from 331 to 178 since 2022.

Plan summary
Net assets, end of year$15,679,253
Participants with balances233
Active participants178
Employer contributions$203,909
Employee contributions$1,205,287
Employer contribution per active participant$1,146
Average account balance$67,293
Benefits paid to participants$3,005,564
Plan auditUnmodified (clean) audit opinion
AuditorMCNAIR, MCLEMORE MIDDLEBROOKS &
Plan history4
Yearassets · accounts · employer contribution
2025$0
2024$15.7M · 233 accts · $204K emplr
2023$15.3M · 416 accts · $291K emplr
2022$13.2M · 396 accts · $231K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$43,940
Investment management$28,068
Total administrative$72,008
The Lingo Management, LLC 401(k) match · 2024
Employer contribution per active participant$1,146
Median for plans this size$2,416
2024$1,146 per active participant
2023$1,151 per active participant
2022$699 per active participant

Lingo Management, LLC'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 · 20242
ONEDIGITAL INVESTMENT ADVISORS LLC · Investment advisory (plan)$28,068

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

Administrative cost history4
2025Not separately reported
2024$72,008 · 0.46%
2023$62,588 · 0.44%
2022$72,260 · 0.57%
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Source: U.S. Department of Labor, Form 5500 series, EIN 825129911 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.