Plan Ledger DOL Form 5500 · updated monthly

Moore, Ingram, Johnson, & Steele, LLP401(k)

MOORE, INGRAM, JOHNSON & STEELE, LLP 401(K) PROFIT SHARING PLAN · MARIETTA, GA · plan year 2024

Reported admin expense ratio · 2024
0.02%

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

Moore, Ingram, Johnson, & Steele, LLP reported $4,986 in plan administrative expenses for 2024: 0.02% of average plan assets, lower than ~75% of peers. Employer contributions averaged $2,485 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 0.016% to 0.019%. 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 704th-largest of 2,160 plans among Georgia employers on file, and the 4,388th of 11,654 in professional & technical services. In 2024, employees put in $2.17 for every $1.00 the employer contributed; active participation has grown from 139 to 173 since 2022.

Plan summary
Net assets, end of year$28,008,530
Participants with balances137
Active participants173
Employer contributions$429,966
Employee contributions$932,373
Employer contribution per active participant$2,485
Average account balance$204,442
Benefits paid to participants$2,070,859
Plan auditUnmodified (clean) audit opinion
AuditorHENDERSON HUTCHERSON&MCCULLOUGH PLL
Plan history3
Yearassets · accounts · employer contribution
2024$28.0M · 137 accts · $430K emplr
2023$25.1M · 146 accts · $436K emplr
2022$21.0M · 146 accts · $399K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$4,986
Total administrative$4,986
The Moore, Ingram, Johnson, & Steele, LLP 401(k) match · 2024
Employer contribution per active participant$2,485
Median for plans this size$2,416
2024$2,485 per active participant
2023$2,849 per active participant
2022$2,873 per active participant

Moore, Ingram, Johnson, & Steele, LLP'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 · 20241
STANCORP FINANCIAL GROUP · Claims processing · Recordkeeping$22,912

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

Recordkeeper by year2
2024The Standard
2023Securian

This plan has changed recordkeepers within these filings. If you left Moore, Ingram, Johnson, & Steele, LLP before a switch, your account may sit at the earlier firm or in a rollover IRA. Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$4,986 · 0.02%
2023$2,036 · 0.01%
2022$3,663 · 0.02%
Same employer
Similar plansProfessional & Technical Services · Georgia
Hancock, Askew & Co., LLP GA$29.5M · 0.04%
Hotel Equities Group, LLC GA$28.1M · 0.97%
Eoc, Inc. GA$28.0M
Signaturefd, LLC GA$27.3M · 0.07%

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Source: U.S. Department of Labor, Form 5500 series, EIN 582153374 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.