Plan Ledger DOL Form 5500 · updated monthly

Pierson Ferdinand LLP401(k)

PIERSON FERDINAND LLP 401(K) PLAN · BRASELTON, GA · plan year 2024

Reported admin expense ratio · 2024
0.07%

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

Pierson Ferdinand LLP reported $9,812 in plan administrative expenses for 2024: 0.07% of average plan assets, lower than ~75% of peers. Employer contributions averaged $3,945 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.

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 1,027th-largest of 2,160 plans among Georgia employers on file, and 6,660th of 11,654 in professional & technical services. In 2024, employees put in $2.24 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$14,656,107
Participants with balances189
Active participants230
Employer contributions$907,420
Employee contributions$2,035,249
Employer contribution per active participant$3,945
Average account balance$77,546
Benefits paid to participants$72,211
Plan auditUnmodified (clean) audit opinion
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$9,812
Total administrative$9,812
The Pierson Ferdinand LLP 401(k) match · 2024
Employer contribution per active participant$3,945
Median for plans this size$2,416

Pierson Ferdinand LLP's 2024 employer contribution ran above the $2,416 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 · 20241
THE VANGUARD GROUP, INC. · Loan processing · Recordkeeping$9,812

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

Administrative cost history1
2024$9,812 · 0.07%
Similar plansProfessional & Technical Services · Georgia
Itential, Inc. GA$14.7M · 0.69%
Om Partners USA, Inc. GA$14.1M · 0.50%

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Source: U.S. Department of Labor, Form 5500 series, EIN 933416937 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.