Plan Ledger DOL Form 5500 · updated monthly

PHASE3 Media, LLC401(k)

PHASE3 MEDIA, LLC 401(K) PLAN · ATLANTA, GA · plan year 2024

Reported admin expense ratio · 2024
0.81%

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

PHASE3 Media, LLC reported $63,634 in plan administrative expenses for 2024: 0.81% of average plan assets, above the peer median. Employer contributions averaged $280 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 fell from 0.93% to 0.81%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other professional & technical services employers. By assets it is among the smaller plans on file in Georgia (1,369th of 2,160), and 8,655th of 11,654 in professional & technical services. In 2024, employees put in $16.53 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$8,085,087
Participants with balances214
Active participants175
Employer contributions$48,985
Employee contributions$809,664
Employer contribution per active participant$280
Average account balance$37,781
Benefits paid to participants$1,225,857
Plan auditUnmodified (clean) audit opinion
AuditorDOUGLAS A. STEGALL
Plan history3
Yearassets · accounts · employer contribution
2024$8.1M · 214 accts · $49K emplr
2023$7.7M · 247 accts · $46K emplr
2022$5.3M · 214 accts
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$33,237
Investment management$30,397
Total administrative$63,634
The PHASE3 Media, LLC 401(k) match · 2024
Employer contribution per active participant$280
Median for plans this size$1,313
2024$280 per active participant
2023$245 per active participant

PHASE3 Media, LLC's 2024 employer contribution ran below the $1,313 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
ADP, INC. · Loan processing · Recordkeeping$33,237
CAPE INVESTMENT ADVISORY,INC · Recordkeeping · Trustee$30,397

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, CAPE INVESTMENT ADVISORY,INC
2023ADP, CAPE INVESTMENT ADVISORY,INC

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

Administrative cost history3
2024$63,634 · 0.81%
2023$57,471 · 0.89%
2022$52,015 · 0.93%
Same employer
Similar plansProfessional & Technical Services · Georgia
Bluewater Energy, Inc. GA$8.3M · 0.32%
Chc Technology, LLC GA$8.2M · 0.43%
Serv IT, Inc. GA$8.2M · 0.15%
McMichael & Gray, P.C. GA$7.9M · 0.30%
Malik Consulting Inc GA$7.9M · 0.41%

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Source: U.S. Department of Labor, Form 5500 series, EIN 582598836 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.