Plan Ledger DOL Form 5500 · updated monthly

Pearce, Bevill, Leesburg, Moore, PC401(k)

PEARCE,BEVILL,LEESBURG,MOORE, P.C. PROFIT SHARING PLAN · BIRMINGHAM, AL · plan year 2024

Reported admin expense ratio · 2024
0.24%

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

Pearce, Bevill, Leesburg, Moore, PC reported $96,665 in plan administrative expenses for 2024: 0.24% of average plan assets, below the peer median. Employer contributions averaged $6,498 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 rose from 0.21% to 0.24%. 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 178th-largest of 902 plans among Alabama employers on file, and the 3,205th of 11,654 in professional & technical services. In 2024, employees put in $1.40 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$41,683,120
Participants with balances168
Active participants117
Employer contributions$760,313
Employee contributions$1,063,017
Employer contribution per active participant$6,498
Average account balance$248,114
Benefits paid to participants$5,146,923
Plan auditUnmodified (clean) audit opinion
AuditorHIGHLANDS ACCOUNTING GROUP
Plan history3
Yearassets · accounts · employer contribution
2024$41.7M · 168 accts · $760K emplr
2023$38.7M · 170 accts · $786K emplr
2022$34.2M · 134 accts · $768K emplr
The Pearce, Bevill, Leesburg, Moore, PC 401(k) match · 2024
Employer contribution per active participant$6,498
Median for plans this size$2,416
2024$6,498 per active participant
2023$6,188 per active participant
2022$6,397 per active participant

Pearce, Bevill, Leesburg, Moore, PC'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.

Administrative cost history3
2024$96,665 · 0.24%
2023$54,439 · 0.15%
2022$74,586 · 0.21%
Similar plansProfessional & Technical Services · Alabama
Canvas, Inc. AL$42.9M · 0.28%
Daxko, LLC AL$42.6M · 0.61%
Decibel Research, Inc. AL$41.3M · 0.00%
Otelco Telephone LLC AL$39.6M · 0.41%
Ai Signal Research, Inc. AL$38.9M · 0.34%

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Source: U.S. Department of Labor, Form 5500 series, EIN 630813240 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.