Plan Ledger DOL Form 5500 · updated monthly

Onecoast, LLC401(k)

ONECOAST 401(K) PLAN · ATLANTA, GA · plan year 2023

Reported admin expense ratio · 2023
0.34%

Onecoast, LLC reported $20,895 in plan administrative expenses for 2023: 0.34% of average plan assets, below the peer median. 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 1 year on file its reported administrative ratio rose from 0.26% to 0.34%. The plan sits in the $1M–$10M size bracket, benchmarked here against 22,307 comparable plans and shown alongside other retail trade employers. By assets it is among the smaller plans on file in Georgia (1,512th of 2,160), and 3,414th of 5,215 in retail trade.

Plan summary
Net assets, end of year$6,330,748
Participants with balances94
Active participants145
Employer contributions—
Employee contributions$729,099
Employer contribution per active participant—
Average account balance$67,348
Benefits paid to participants$1,188,619
Plan auditUnmodified (clean) audit opinion
AuditorSISTERSON & CO. LLP
Plan history2
Yearassets · accounts · employer contribution
2023$6.3M · 94 accts
2022$6.0M · 112 accts
Administrative expenses, itemized · 2023
Recordkeeping & contract admin$20,895
Total administrative$20,895
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 · 20232
PRINCIPAL LIFE INSURANCE COMPANY · Contract administrator · Loan processing$20,995
WILSHIRE ADVISORS LLC · 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 history2
2023$20,895 · 0.34%
2022$16,854 · 0.26%
Same employer
Similar plansRetail Trade · Georgia
Jackson Automotive Group GA$6.4M · 0.06%
Pittman Enterprises GA$5.8M · 0.05%
The Baran Company, LLC GA$5.8M · 0.27%

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Source: U.S. Department of Labor, Form 5500 series, EIN 271216421 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.