Plan Ledger DOL Form 5500 · updated monthly

Primerica, Inc.401(k)

PRIMERICA SAVINGS & INVESTMENT PLAN · DULUTH, GA · plan year 2024

Reported admin expense ratio · 2024
0.02%

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

Primerica, Inc. reported $65,733 in plan administrative expenses for 2024: 0.02% of average plan assets, lower than ~75% of peers. Employer contributions averaged $6,098 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 0.03% to 0.02%. The plan sits in the $250M–$1B size bracket, benchmarked here against 2,883 comparable plans and shown alongside other finance & insurance employers. By assets it is the 108th-largest of 2,160 plans among Georgia employers on file, and the 408th of 4,798 in finance & insurance. In 2024, employees put in $1.29 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$336,191,841
Participants with balances2,447
Active participants2,054
Employer contributions$12,526,305
Employee contributions$16,196,031
Employer contribution per active participant$6,098
Average account balance$137,389
Benefits paid to participants$26,332,522
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$336.2M · 2,447 accts · $12.5M emplr
2023$292.6M · 2,442 accts · $11.2M emplr
2022$241.3M · 2,369 accts · $7.4M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$16,894
Investment management$48,540
Total administrative$65,733
The Primerica, Inc. 401(k) match · 2024
Employer contribution per active participant$6,098
Median for plans this size$4,294
2024$6,098 per active participant
2023$5,457 per active participant
2022$3,714 per active participant

Primerica, Inc.'s 2024 employer contribution ran above the $4,294 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 · 20243
SAGEVIEW ADVISORY GROUP, LLC · Investment management$48,540
QDRO CONSULTANTS COMPANY, LLC$300

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$65,733 · 0.02%
2023$47,100 · 0.02%
2022$68,788 · 0.03%
Same employer
Similar plansFinance & Insurance · Georgia
Crawford & Company GA$592.5M · 0.11%
Digital Insurance, LLC GA$401.8M · 0.06%
Ameris Bancorp GA$337.1M · 0.09%
United Community Banks, Inc. GA$295.2M · 0.09%
Georgia Farm Bureau Inc GA$226.5M · 0.08%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 271204330 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.