Plan Ledger DOL Form 5500 · updated monthly

Niles Bolton Associates, Inc.401(k)

NILES BOLTON ASSOCIATES, INC. INCENTIVE SAVINGS PLAN · ATLANTA, GA · plan year 2024

Reported admin expense ratio · 2024
0.21%

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

Niles Bolton Associates, Inc. reported $84,037 in plan administrative expenses for 2024: 0.21% of average plan assets, below the peer median. Employer contributions averaged $5,009 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 3 years on file its reported administrative ratio has held roughly steady near 0.214%. 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 539th-largest of 2,160 plans among Georgia employers on file, and the 3,200th of 11,654 in professional & technical services. In 2024, employees put in $2.81 for every $1.00 the employer contributed; active participation has shrunk from 146 to 126 since 2022.

Plan summary
Net assets, end of year$41,734,426
Participants with balances184
Active participants126
Employer contributions$631,144
Employee contributions$1,770,384
Employer contribution per active participant$5,009
Average account balance$226,818
Benefits paid to participants$3,211,379
Plan auditUnmodified (clean) audit opinion
AuditorJONES AND KOLB
Plan history3
Yearassets · accounts · employer contribution
2024$41.7M · 184 accts · $631K emplr
2023$36.8M · 209 accts · $671K emplr
2022$31.1M · 205 accts · $664K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$84,037
Total administrative$84,037
The Niles Bolton Associates, Inc. 401(k) match · 2024
Employer contribution per active participant$5,009
Median for plans this size$2,416
2024$5,009 per active participant
2023$4,662 per active participant
2022$4,551 per active participant

Niles Bolton Associates, 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 · 20243
PRINCIPAL LIFE INSURANCE COMPANY · Contract administrator · Loan processing$80,337
ORENDA RETIREMENT, LLC · Contract administrator · Other services$3,705
RESOURCES INVESTMENT ADVISORS · Investment advisory (plan)indirect comp

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$84,037 · 0.21%
2023$69,203 · 0.20%
2022$69,403 · 0.21%
Same employer
Similar plansProfessional & Technical Services · Georgia
Alliant Health Group, Inc. GA$42.8M · 0.18%
Tech Systems GA$42.7M
Newcomb & Boyd GA$42.6M · 0.36%
Nucleus Central Inc. GA$41.5M · 0.19%
Sparq Holdings, Inc. GA$41.1M · 0.60%

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Source: U.S. Department of Labor, Form 5500 series, EIN 581407613 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.