Plan Ledger DOL Form 5500 · updated monthly

National Custom Corporate Services, Inc.401(k)

G&A MANAGERS, LLC RETIREMENT PLAN · ALPHARETTA, GA · plan year 2023

Reported admin expense ratio · 2023
0.77%

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

National Custom Corporate Services, Inc. reported $50,198 in plan administrative expenses for 2023: 0.77% of average plan assets, above the peer median. Employer contributions averaged $975 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.

The plan sits in the $1M–$10M size bracket, benchmarked here against 22,307 comparable plans and shown alongside other finance & insurance employers. By assets it is among the smaller plans on file in Georgia (1,494th of 2,160), and 4,321st of 4,798 in finance & insurance. In 2023, employees put in $2.26 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$6,554,345
Participants with balances248
Active participants350
Employer contributions$341,362
Employee contributions$771,067
Employer contribution per active participant$975
Average account balance$26,429
Benefits paid to participants$1,984,937
Plan auditUnmodified (clean) audit opinion
Administrative expenses, itemized · 2023
Recordkeeping & contract admin$36,493
Investment management$13,705
Total administrative$50,198
The National Custom Corporate Services, Inc. 401(k) match · 2023
Employer contribution per active participant$975
Median for plans this size$1,308

National Custom Corporate Services, Inc.'s 2023 employer contribution ran below 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 · 20233
HA & W WEALTH MANAGEMENT LLC · Investment advisory (plan)$13,705
HA&W BENEFIT ADVISORS, LLC · Contract administrator$1,763

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

Administrative cost history1
2023$50,198 · 0.77%
Similar plansFinance & Insurance · Georgia

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Source: U.S. Department of Labor, Form 5500 series, EIN 270594306 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.