Plan Ledger DOL Form 5500 · updated monthly

Miller Zell Inc.401(k)

MILLER ZELL INC. 401(K) RETIREMENT PLAN · ATLANTA, 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

Miller Zell Inc. reported $13,325 in plan administrative expenses for 2024: 0.03% of average plan assets, lower than ~75% of peers. Employer contributions averaged $5,464 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 0.05% 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 453rd-largest of 2,160 plans among Georgia employers on file, and the 2,714th of 11,654 in professional & technical services. In 2024, employees put in $1.67 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$51,106,261
Participants with balances395
Active participants298
Employer contributions$1,628,355
Employee contributions$2,716,682
Employer contribution per active participant$5,464
Average account balance$129,383
Benefits paid to participants$4,657,967
Plan auditUnmodified (clean) audit opinion
AuditorSMITH AND HOWARD, PC
Plan history3
Yearassets · accounts · employer contribution
2024$51.1M · 395 accts · $1.6M emplr
2023$45.1M · 421 accts · $1.7M emplr
2022$36.5M · 414 accts · $1.5M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$1,306
Investment management$12,019
Total administrative$13,325
The Miller Zell Inc. 401(k) match · 2024
Employer contribution per active participant$5,464
Median for plans this size$2,416
2024$5,464 per active participant
2023$5,291 per active participant
2022$4,828 per active participant

Miller Zell Inc.'s 2024 employer contribution ran above the $2,416 median for plans its size, placing it in the top 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
CAMBRIDGE INVESTMENT RESEARCH · Investment advisory (plan)$12,019
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$1,306

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$13,325 · 0.03%
2023$1,922 · 0.00%
2022$20,190 · 0.05%
Same employer
Similar plansProfessional & Technical Services · Georgia
Salesloft, Inc. GA$59.4M · 0.27%
Ebix, Inc. GA$52.8M · 0.27%
Fordharrison LLP GA$52.1M · 0.25%
The Weather Company, LLC GA$51.0M · 0.21%
Tricentis USA Corp. GA$51.0M · 0.47%

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Source: U.S. Department of Labor, Form 5500 series, EIN 581206501 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.