Plan Ledger DOL Form 5500 · updated monthly

Matter Management Enterprise, LLC401(k)

MATTER MANAGEMENT ENTERPRISE, LLC 401(K) PLAN · WEST POINT, GA · plan year 2024

Reported admin expense ratio · 2024
1.10%

Matter Management Enterprise, LLC reported $8,809 in plan administrative expenses for 2024: 1.10% of average plan assets, above the peer median. 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 1.04% to 1.10%. The plan sits in the under $1M size bracket, benchmarked here against 1,109 comparable plans and shown alongside other administrative & support services employers. By assets it is among the smaller plans on file in Georgia (2,038th of 2,160), and 2,188th of 2,534 in administrative & support services. active participation has grown from 382 to 457 since 2022.

Plan summary
Net assets, end of year$1,033,516
Participants with balances753
Active participants457
Employer contributions—
Employee contributions$470,147
Employer contribution per active participant—
Average account balance$1,373
Benefits paid to participants$86,192
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$1.0M · 753 accts
2023$572K · 597 accts
2022$174K · 343 accts
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$8,809
Total administrative$8,809
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 · 20241
THE VANGUARD GROUP, INC. · Recordkeeping$8,829

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

Recordkeeper by year2
2024Vanguard
2023Vanguard

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

Administrative cost history3
2024$8,809 · 1.10%
2023$3,062 · 0.82%
2022$1,817 · 1.04%
Similar plansAdministrative & Support Services · Georgia
Lno, Inc. GA$1.5M · 1.02%
Strategic Alliances, Inc. GA$929K · 0.97%
Stl Management GA$911K · 0.04%

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Source: U.S. Department of Labor, Form 5500 series, EIN 842254556 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.