Plan Ledger DOL Form 5500 · updated monthly

Pezold Management Associates, Inc.401(k)

PEZOLD MANAGEMENT ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN · COLUMBUS, GA · plan year 2023

Reported admin expense ratio · 2023
0.88%

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

Pezold Management Associates, Inc. reported $83,448 in plan administrative expenses for 2023: 0.88% of average plan assets, higher than ~75% of peers. Employer contributions averaged $740 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 0.84% to 0.88%. The plan sits in the $1M–$10M size bracket, benchmarked here against 22,307 comparable plans and shown alongside other accommodation & food services employers. By assets it is among the smaller plans on file in Georgia (1,280th of 2,160), and the 584th of 2,240 in accommodation & food services. In 2023, employees put in $1.42 for every $1.00 the employer contributed; active participation has grown from 410 to 453 since 2022.

Plan summary
Net assets, end of year$9,497,884
Participants with balances231
Active participants453
Employer contributions$335,385
Employee contributions$477,271
Employer contribution per active participant$740
Average account balance$41,116
Benefits paid to participants$1,979,947
Plan auditUnmodified (clean) audit opinion
AuditorROBINSON GRIMES & CO PC
Plan history3
Yearassets · accounts · employer contribution
2024$0
2023$9.5M · 231 accts · $335K emplr
2022$9.4M · 262 accts · $372K emplr
Administrative expenses, itemized · 2023
Recordkeeping & contract admin$83,448
Total administrative$83,448
The Pezold Management Associates, Inc. 401(k) match · 2023
Employer contribution per active participant$740
Median for plans this size$1,308
2023$740 per active participant
2022$908 per active participant

Pezold Management Associates, Inc.'s 2023 employer contribution ran below the $1,308 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 2023 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20233
PRINCIPAL LIFE INSURANCE COMPANY · Contract administrator · Loan processing$77,982
ERISA SERVICES, INC · Contract administrator · Other services$5,555
BROADSTREET CAPITAL ADVISORS, LLC · Investment advisory (plan)indirect 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
2024Not separately reported
2023$83,448 · 0.88%
2022$86,665 · 0.84%
Same employer
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Apple Central 401K Plan GA$4.5M · 0.37%

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Source: U.S. Department of Labor, Form 5500 series, EIN 581179998 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.