Plan Ledger DOL Form 5500 · updated monthly

Pbd, Inc.401(k)

PBD, INC. 401(K) PROFIT SHARING PLAN · ALPHARETTA, GA · plan year 2023

Reported admin expense ratio · 2023
0.10%

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

Pbd, Inc. reported $12,013 in plan administrative expenses for 2023: 0.10% of average plan assets, lower than ~75% of peers. Employer contributions averaged $0 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 1 year on file its reported administrative ratio rose from 0.099% to 0.104%. The plan sits in the $10M–$50M size bracket, benchmarked here against 26,779 comparable plans and shown alongside other administrative & support services employers. By assets it is among the smaller plans on file in Georgia (1,112th of 2,160), and the 881st of 2,534 in administrative & support services.

Plan summary
Net assets, end of year$12,422,158
Participants with balances98
Active participants184
Employer contributions$0
Employee contributions$302,661
Employer contribution per active participant$0
Average account balance$126,757
Benefits paid to participants$569,528
Plan auditUnmodified (clean) audit opinion
Plan history2
Yearassets · accounts · employer contribution
2023$12.4M · 98 accts
2022$10.6M · 103 accts
Administrative expenses, itemized · 2023
Recordkeeping & contract admin$4,268
Investment management$7,745
Total administrative$12,013
The Pbd, Inc. 401(k) match · 2023
Employer contribution per active participant$0
Median for plans this size$2,440

Pbd, Inc.'s 2023 employer contribution ran below the $2,440 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 2023 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20232
STRATEGIC ADVISORS, INC. · Investment advisory (plan)$7,745
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$4,268

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$12,013 · 0.10%
2022$11,932 · 0.10%
Same employer
Similar plansAdministrative & Support Services · Georgia
Spear Group, LLC GA$14.7M · 0.11%
Momentum Resources, Inc. GA$12.5M · 0.57%
The Intersect Group, LLC GA$12.2M · 0.64%
Informdata LLC GA$11.3M · 0.67%
Gunnison Company GA$10.9M · 1.06%
Creative Multicare, LLC GA$10.9M · 0.36%

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Source: U.S. Department of Labor, Form 5500 series, EIN 310892835 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.