Plan Ledger DOL Form 5500 · updated monthly

McIntosh Trail Ecdc403(b)

MCINTOSH TRAIL E.C.D.C., INC. GROUP DEFERRED ANNUITY PLAN · JACKSON, GA · plan year 2022

Reported admin expense ratio · 2022
0.17%

McIntosh Trail Ecdc reported $2,893 in plan administrative expenses for 2022: 0.17% of average plan assets, below 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 1 year on file its reported administrative ratio fell from 0.17% to 0.01%. The plan sits in the $1M–$10M size bracket, benchmarked here against 30,021 comparable plans and shown alongside other educational services employers. By assets it is among the smaller plans on file in Georgia (1,989th of 2,160), and 2,914th of 3,091 in educational services.

Plan summary
Net assets, end of year$1,537,964
Participants with balances159
Active participants159
Employer contributions—
Employee contributions$196,418
Employer contribution per active participant—
Average account balance$9,673
Benefits paid to participants$479,777
Plan history2
Yearassets · accounts · employer contribution
2023$766K · 89 accts
2022$1.5M · 159 accts
Administrative expenses, itemized · 2022
Investment management$2,893
Total administrative$2,893
What these fees cost you

Annual cost at the plan's reported 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history2
2023$90 · 0.01%
2022$2,893 · 0.17%
Similar plansEducational Services · Georgia
Suzuki Services, LLC GA$1.6M · 1.00%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 581466314 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.