Plan Ledger DOL Form 5500 · updated monthly

Pond & Company401(k)

POND & COMPANY 401(K) PROFIT SHARING PLAN · NORCROSS, GA · plan year 2024

Reported admin expense ratio · 2024
0.15%

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

Pond & Company reported $85,636 in plan administrative expenses for 2024: 0.15% of average plan assets, above the peer median. Employer contributions averaged $3,408 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 0.16% to 0.15%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other professional & technical services employers. By assets it is the 380th-largest of 2,160 plans among Georgia employers on file, and the 2,195th of 11,654 in professional & technical services. In 2024, employees put in $2.27 for every $1.00 the employer contributed; active participation has grown from 595 to 775 since 2022.

Plan summary
Net assets, end of year$65,212,803
Participants with balances822
Active participants775
Employer contributions$2,640,939
Employee contributions$6,006,726
Employer contribution per active participant$3,408
Average account balance$79,334
Benefits paid to participants$5,741,355
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$65.2M · 822 accts · $2.6M emplr
2023$51.7M · 691 accts · $2.1M emplr
2022$39.5M · 619 accts · $1.7M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$85,636
Total administrative$85,636
The Pond & Company 401(k) match · 2024
Employer contribution per active participant$3,408
Median for plans this size$3,635
2024$3,408 per active participant
2023$3,089 per active participant
2022$2,794 per active participant

Pond & Company's 2024 employer contribution ran below the $3,635 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 · 20242
PRINCIPAL LIFE INSURANCE COMPANY · Contract administrator · Loan processing$87,735
WILSHIRE 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
2024$85,636 · 0.15%
2023$77,930 · 0.17%
2022$69,226 · 0.16%
Same employer
Similar plansProfessional & Technical Services · Georgia
Cooper Carry, Inc. GA$72.2M · 0.34%
Mauldin & Jenkins, LLC GA$70.5M · 0.10%
Bennett Thrasher, LLP GA$69.6M · 0.13%
Rodl Management, Inc. GA$69.0M · 0.13%
Riskonnect, Inc. GA$64.9M · 0.40%
Janus Research Group, LLC GA$62.1M · 0.05%

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Source: U.S. Department of Labor, Form 5500 series, EIN 581639128 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.