Plan Ledger DOL Form 5500 · updated monthly

Meadows & Ohly, LLC401(k)

MEADOWS & OHLY, LLC 401(K) PROFIT SHARING PLAN · ALPHARETTA, GA · plan year 2024

Reported admin expense ratio · 2024
0.38%

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

Meadows & Ohly, LLC reported $58,854 in plan administrative expenses for 2024: 0.38% of average plan assets, above the peer median. Employer contributions averaged $3,448 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 rose from 0.36% to 0.38%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other real estate & leasing employers. By assets it is the 979th-largest of 2,160 plans among Georgia employers on file, and the 806th of 2,096 in real estate & leasing. In 2024, employees put in $1.90 for every $1.00 the employer contributed; active participation has grown from 126 to 193 since 2022.

Plan summary
Net assets, end of year$15,950,341
Participants with balances221
Active participants193
Employer contributions$665,557
Employee contributions$1,263,603
Employer contribution per active participant$3,448
Average account balance$72,173
Benefits paid to participants$3,112,135
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$16.0M · 221 accts · $666K emplr
2023$15.0M · 217 accts · $545K emplr
2022$12.7M · 164 accts · $424K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$21,228
Investment management$37,601
Total administrative$58,854
The Meadows & Ohly, LLC 401(k) match · 2024
Employer contribution per active participant$3,448
Median for plans this size$2,416
2024$3,448 per active participant
2023$3,303 per active participant
2022$3,363 per active participant

Meadows & Ohly, 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 · 20244
IMA ADVISORY SERVICES INC · Investment advisory (plan)$37,563
EMPOWER ADVISORY GROUP, LLC · Investment management$1,814
EMPOWER FINANCIAL SERVICES, INC. · Securities brokerage$25

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$58,854 · 0.38%
2023$51,714 · 0.37%
2022$48,464 · 0.36%
Same employer
Similar plansReal Estate & Leasing · Georgia
Davis Development, Inc. GA$19.5M · 0.71%
Hull Property Group, LLC GA$16.9M · 0.02%
Intown Lessee Services, LLC GA$15.3M · 0.13%
Pegasus Residential, LLC GA$14.6M · 0.63%
Safeguard Operations, LLC GA$12.5M · 0.44%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 260011698 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.