Plan Ledger DOL Form 5500 · updated monthly

Moore, Colson & Company, P.C.401(k)

MOORE, COLSON & CO., P.C. 401(K) & P/S PLAN · ATLANTA, GA · plan year 2024

Reported admin expense ratio · 2024
0.28%

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

Moore, Colson & Company, P.C. reported $78,440 in plan administrative expenses for 2024: 0.28% of average plan assets, below the peer median. Employer contributions averaged $3,717 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 0.42% to 0.28%. 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 650th-largest of 2,160 plans among Georgia employers on file, and the 4,009th of 11,654 in professional & technical services. In 2024, employees put in $3.04 for every $1.00 the employer contributed; active participation has grown from 135 to 171 since 2022.

Plan summary
Net assets, end of year$31,485,241
Participants with balances202
Active participants171
Employer contributions$635,612
Employee contributions$1,929,440
Employer contribution per active participant$3,717
Average account balance$155,868
Benefits paid to participants$682,662
Plan auditUnmodified (clean) audit opinion
AuditorBAUKNIGHT PIETRAS & STORMER P.A.
Plan history3
Yearassets · accounts · employer contribution
2024$31.5M · 202 accts · $636K emplr
2023$25.3M · 188 accts · $580K emplr
2022$19.8M · 147 accts · $455K emplr
The Moore, Colson & Company, P.C. 401(k) match · 2024
Employer contribution per active participant$3,717
Median for plans this size$2,416
2024$3,717 per active participant
2023$3,297 per active participant
2022$3,369 per active participant

Moore, Colson & Company, P.C.'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
ASCENSUS, LLC · Contract administrator · Recordkeeping$17,718
LPL FINANCIAL RPCP$51,617
PLANMARK FINANCIAL GROUP, INC. · Contract administrator$6,270
WELLSPRING WEALTH, LLC · Contract administrator$4,155

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

Recordkeeper by year2
2024Ascensus
2023Ascensus

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$78,440 · 0.28%
2023$68,758 · 0.31%
2022$90,049 · 0.42%
Same employer
Similar plansProfessional & Technical Services · Georgia
Pyramid Consulting, Inc. GA$32.8M · 0.89%
Drew Eckl & Farnham LLP GA$32.7M · 0.11%
Ivision Scale, LLC GA$30.8M · 0.40%
Smith and Howard PC GA$30.2M · 0.17%

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Source: U.S. Department of Labor, Form 5500 series, EIN 581653941 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.