Plan Ledger DOL Form 5500 · updated monthly

O'Kelley & Sorohan Attorneys at Law, LLC401(k)

O'KELLEY & SOROHAN 401K PLAN · DULUTH, GA · plan year 2025

Reported admin expense ratio · 2025
0.37%

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

O'Kelley & Sorohan Attorneys at Law, LLC reported $35,514 in plan administrative expenses for 2025: 0.37% of average plan assets, below the peer median. Employer contributions averaged $397 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 4 years on file its reported administrative ratio has held roughly steady near 0.37%. The plan sits in the $1M–$10M size bracket, benchmarked here against 809 comparable plans and shown alongside other professional & technical services employers. By assets it is among the smaller plans on file in Georgia (1,231st of 2,160), and 7,904th of 11,654 in professional & technical services. In 2025, employees put in $7.20 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$10,298,780
Participants with balances159
Active participants229
Employer contributions$90,893
Employee contributions$654,170
Employer contribution per active participant$397
Average account balance$64,772
Benefits paid to participants$902,445
Plan auditUnmodified (clean) audit opinion
Plan history4
Yearassets · accounts · employer contribution
2025$10.3M · 159 accts · $91K emplr
2024$9.0M · 142 accts · $82K emplr
2023$7.3M · 147 accts · $83K emplr
2022$5.6M · 171 accts · $90K emplr
The O'Kelley & Sorohan Attorneys at Law, LLC 401(k) match · 2025
Employer contribution per active participant$397
Median for plans this size$1,464
2025$397 per active participant
2024$416 per active participant
2023$450 per active participant
2022$412 per active participant

O'Kelley & Sorohan Attorneys at Law, LLC's 2025 employer contribution ran below the $1,464 median for plans its size, in the bottom 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 2025 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20253
THE GUARDIAN INS. & ANNUITY CO. · Recordkeepingindirect comp
AMERITAS LIFE INSURANCE CORPORATION · Recordkeepingindirect comp
AMERITAS LIFE INSURANCE CORPORATION · Recordkeepingindirect comp

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

Recordkeeper by year3
2025Ameritas, THE GUARDIAN INS. & ANNUITY CO.
2024Ameritas, THE GUARDIAN INS. & ANNUITY CO.
2023Ameritas, THE GUARDIAN INS. & ANNUITY CO.

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Administrative cost history4
2025$35,514 · 0.37%
2024$28,889 · 0.36%
2023$26,464 · 0.41%
2022$21,363 · 0.35%
Similar plansProfessional & Technical Services · Georgia
Itineris NA, Inc. GA$10.9M · 0.49%
Ihrc, Inc. GA$10.6M · 0.18%
Booster Enterprises, Inc. GA$10.3M · 0.12%
Medicus IT, LLC GA$10.1M · 0.21%
Wahoo Fitness GA$10.1M · 0.01%

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Source: U.S. Department of Labor, Form 5500 series, EIN 582577994 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.