Plan Ledger DOL Form 5500 · updated monthly

Peterbilt of Atlanta, LLC401(k)

PETERBILT OF ATLANTA 401(K) RETIREMENT SAVINGS PLAN · JACKSON, GA · plan year 2024

Reported admin expense ratio · 2024
0.12%

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

Peterbilt of Atlanta, LLC reported $13,148 in plan administrative expenses for 2024: 0.12% of average plan assets, lower than ~75% of peers. Employer contributions averaged $1,246 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 0.05% to 0.12%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other wholesale trade employers. By assets it is among the smaller plans on file in Georgia (1,131st of 2,160), and 2,663rd of 4,246 in wholesale trade. In 2024, employees put in $2.88 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$12,117,802
Participants with balances172
Active participants259
Employer contributions$322,833
Employee contributions$928,461
Employer contribution per active participant$1,246
Average account balance$70,452
Benefits paid to participants$609,670
Plan auditUnmodified (clean) audit opinion
AuditorELLSWORTH & STOUT, LLC
Plan history3
Yearassets · accounts · employer contribution
2024$12.1M · 172 accts · $323K emplr
2023$10.2M · 170 accts · $346K emplr
2022$8.0M · 169 accts · $274K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$7,044
Investment management$6,104
Total administrative$13,148
The Peterbilt of Atlanta, LLC 401(k) match · 2024
Employer contribution per active participant$1,246
Median for plans this size$2,416
2024$1,246 per active participant
2023$1,405 per active participant
2022$1,116 per active participant

Peterbilt of Atlanta, LLC's 2024 employer contribution ran below the $2,416 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 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20242
SENTRY LIFE INSURANCE COMPANY · Loan processing$7,044
MORNINGSTAR INVESTMENT MANAGEMENT$6,104

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$13,148 · 0.12%
2023$11,894 · 0.13%
2022$4,469 · 0.05%
Same employer
Similar plansWholesale Trade · Georgia
Takeuchi Mfg (U.S.), LTD GA$13.3M · 0.28%
Leon Farmer & Company GA$12.7M · 0.42%
Stewart Candy Company GA$12.2M · 0.57%
Whitaker Oil Company GA$11.3M · 0.03%
Heely-Brown Company, Inc. GA$11.0M · 0.35%

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Source: U.S. Department of Labor, Form 5500 series, EIN 274878358 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.