Plan Ledger DOL Form 5500 · updated monthly

Personal Care, Inc.401(k)

PERSONAL CARE, INC. INVESTMENT PLAN AND TRUST · DECATUR, GA · plan year 2024

Reported admin expense ratio · 2024
3.12%

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

Personal Care, Inc. reported $30,848 in plan administrative expenses for 2024: 3.12% of average plan assets, higher than ~75% of peers. Employer contributions averaged $835 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 1.23% to 3.12%. The plan sits in the under $1M size bracket, benchmarked here against 1,109 comparable plans and shown alongside other health care & social assistance employers. By assets it is among the smaller plans on file in Georgia (2,035th of 2,160), and 10,837th of 11,911 in health care & social assistance. In 2024, employees put in $1.21 for every $1.00 the employer contributed; active participation has grown from 121 to 148 since 2022.

Plan summary
Net assets, end of year$1,072,795
Participants with balances158
Active participants148
Employer contributions$123,586
Employee contributions$149,342
Employer contribution per active participant$835
Average account balance$6,790
Benefits paid to participants$167,571
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$1.1M · 158 accts · $124K emplr
2023$905K · 131 accts · $51K emplr
2022$854K · 132 accts · $52K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$30,848
Total administrative$30,848
The Personal Care, Inc. 401(k) match · 2024
Employer contribution per active participant$835
Median for plans this size$540
2024$835 per active participant
2023$442 per active participant
2022$428 per active participant

Personal Care, Inc.'s 2024 employer contribution ran above the $540 median for plans its size. 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
ADP, INC. · Recordkeeping$30,001
HUMAN INTEREST · Other services$847
PROSPERA FINANCIAL SERVICES · Other servicesindirect comp

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

Recordkeeper by year2
2024ADP
2023ADP

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$30,848 · 3.12%
2023$11,758 · 1.34%
2022$11,763 · 1.23%
Similar plansHealth Care & Social Assistance · Georgia
Genetic Foresight GA$1.2M · 1.33%
Tralongo Management, P.C. GA$1.0M · 0.93%
Jbear Enterprises, LLC GA$922K · 0.61%

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Source: U.S. Department of Labor, Form 5500 series, EIN 581401535 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.