Plan Ledger DOL Form 5500 · updated monthly

Patterson & Dewar Engineers, Inc.401(k)

PATTERSON & DEWAR ENGINEERS, INC. PROFIT SHARING PLAN & TRUST · NORCROSS, GA · plan year 2024

Reported admin expense ratio · 2024
0.03%

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

Patterson & Dewar Engineers, Inc. reported $27,285 in plan administrative expenses for 2024: 0.03% of average plan assets, lower than ~75% of peers. Employer contributions averaged $26,416 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 fell from 0.05% to 0.03%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other professional & technical services employers. By assets it is the 288th-largest of 2,160 plans among Georgia employers on file, and the 1,597th of 11,654 in professional & technical services. In 2024, the employer put in $2.95 for every $1.00 employees contributed themselves; active participation has grown from 212 to 281 since 2022.

Plan summary
Net assets, end of year$94,541,757
Participants with balances358
Active participants281
Employer contributions$7,422,992
Employee contributions$2,513,103
Employer contribution per active participant$26,416
Average account balance$264,083
Benefits paid to participants$5,421,207
Plan auditUnmodified (clean) audit opinion
AuditorROSS LANE & COMPANY LLC
Plan history3
Yearassets · accounts · employer contribution
2024$94.5M · 358 accts · $7.4M emplr
2023$79.6M · 327 accts · $5.6M emplr
2022$65.0M · 303 accts · $2.9M emplr
Administrative expenses, itemized · 2024
Investment management$38,046
Total administrative$27,285
The Patterson & Dewar Engineers, Inc. 401(k) match · 2024
Employer contribution per active participant$26,416
Median for plans this size$3,635
2024$26,416 per active participant
2023$24,303 per active participant
2022$13,766 per active participant

Patterson & Dewar Engineers, Inc.'s 2024 employer contribution ran above the $3,635 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
ONEDIGITAL INVESTMENT ADVISORS LLC · Investment advisory (plan)$38,046
THE RETIREMENT ADVANTAGE · Consulting$13,466
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processingindirect 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$27,285 · 0.03%
2023$38,854 · 0.05%
2022$32,403 · 0.05%
Same employer
Similar plansProfessional & Technical Services · Georgia
Prgx USA, Inc. GA$96.4M · 0.17%
Frazier & Deeter, LLC GA$95.4M · 0.01%
Hall Booth Smith PC GA$93.4M · 0.00%
Datascan Technologies, LLC GA$88.9M · 0.02%

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Source: U.S. Department of Labor, Form 5500 series, EIN 580676787 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.