Plan Ledger DOL Form 5500 · updated monthly

Mobley Greenhouse, Inc.401(k)

MOBLEY GREENHOUSE, INC. 401K PROFIT SHARING PLAN · TIFTON, GA · plan year 2023

Reported admin expense ratio · 2023
0.37%

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

Mobley Greenhouse, Inc. reported $36,951 in plan administrative expenses for 2023: 0.37% of average plan assets, below the peer median. Employer contributions averaged $1,950 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 1 year on file its reported administrative ratio fell from 0.48% to 0.37%. The plan sits in the $1M–$10M size bracket, benchmarked here against 22,307 comparable plans and shown alongside other agriculture, forestry & fishing employers. By assets it is among the smaller plans on file in Georgia (1,242nd of 2,160), and the 444th of 945 in agriculture, forestry & fishing. In 2023, employees put in $2.61 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$10,144,176
Participants with balances99
Active participants86
Employer contributions$167,658
Employee contributions$438,294
Employer contribution per active participant$1,950
Average account balance$102,466
Benefits paid to participants$416,794
Plan auditUnmodified (clean) audit opinion
AuditorCLEMENTS, PURVIS & STEWART, P.C.
Plan history2
Yearassets · accounts · employer contribution
2023$10.1M · 99 accts · $168K emplr
2022$9.8M · 128 accts · $238K emplr
Administrative expenses, itemized · 2023
Recordkeeping & contract admin$10,895
Investment management$26,056
Total administrative$36,951
The Mobley Greenhouse, Inc. 401(k) match · 2023
Employer contribution per active participant$1,950
Median for plans this size$1,308
2023$1,950 per active participant
2022$1,655 per active participant

Mobley Greenhouse, Inc.'s 2023 employer contribution ran above the $1,308 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 2023 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20234
EDWARD JONES · Investment advisory (plan)$25,711
ALLEN PRITCHETT & BASSETT, LLP · Contract administrator$10,895
CAPITAL GROUP RETIREMENT PLAN SVCS.$345
ALLEN PRITCHETT & BASSETT, LLP · Contract administratorindirect comp

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

Administrative cost history2
2023$36,951 · 0.37%
2022$50,816 · 0.48%
Similar plansAgriculture, Forestry & Fishing · Georgia
Weiler Forestry, Inc. GA$9.1M · 0.62%
House of Cheatham, LLC GA$6.2M · 0.39%
McCorkle Nurseries, Inc. GA$6.0M · 0.16%

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Source: U.S. Department of Labor, Form 5500 series, EIN 582005069 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.