Plan Ledger DOL Form 5500 · updated monthly

McCalla Raymer Leibert Pierce, LLC401(k)

MCCALLA RAYMER LEIBERT PIERCE, LLC 401(K) PLAN · ROSWELL, GA · plan year 2024

Reported admin expense ratio · 2024
0.03%

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

McCalla Raymer Leibert Pierce, LLC reported $13,371 in plan administrative expenses for 2024: 0.03% of average plan assets, lower than ~75% of peers. Employer contributions averaged $3,870 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 0.04% to 0.03%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other professional & technical services employers. By assets it is the 542nd-largest of 2,160 plans among Georgia employers on file, and the 3,211th of 11,654 in professional & technical services. In 2024, employees put in $2.10 for every $1.00 the employer contributed; active participation has shrunk from 512 to 246 since 2022.

Plan summary
Net assets, end of year$41,520,158
Participants with balances679
Active participants246
Employer contributions$951,928
Employee contributions$2,002,610
Employer contribution per active participant$3,870
Average account balance$61,149
Benefits paid to participants$2,586,306
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$41.5M · 679 accts · $952K emplr
2023$35.7M · 636 accts · $1.0M emplr
2022$28.9M · 583 accts · $782K emplr
The McCalla Raymer Leibert Pierce, LLC 401(k) match · 2024
Employer contribution per active participant$3,870
Median for plans this size$2,416
2024$3,870 per active participant
2023$1,773 per active participant
2022$1,526 per active participant

McCalla Raymer Leibert Pierce, LLC's 2024 employer contribution ran above the $2,416 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
ADVISED ASSET GROUP · Investment managementindirect comp
GREAT-WEST LIFE & ANNUITY INS. COindirect comp

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$13,371 · 0.03%
2023$5,212 · 0.02%
2022$13,052 · 0.04%
Same employer
Similar plansProfessional & Technical Services · Georgia
Newcomb & Boyd GA$42.6M · 0.36%
Nucleus Central Inc. GA$41.5M · 0.19%
Sparq Holdings, Inc. GA$41.1M · 0.60%
Freeman Mathis & Gary, LLP GA$40.0M · 0.25%
Matrix Resources, LLC GA$39.5M · 0.12%

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Source: U.S. Department of Labor, Form 5500 series, EIN 582145201 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.