Plan Ledger DOL Form 5500 · updated monthly

Primrose Holdings LLC401(k)

PRIMROSE HOLDINGS LLC 401K PLAN · ATLANTA, GA · plan year 2024

Reported admin expense ratio · 2024
0.21%

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

Primrose Holdings LLC reported $33,083 in plan administrative expenses for 2024: 0.21% of average plan assets, below the peer median. Employer contributions averaged $4,320 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 rose from 0.19% to 0.21%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other health care & social assistance employers. By assets it is the 970th-largest of 2,160 plans among Georgia employers on file, and the 4,237th of 11,911 in health care & social assistance. In 2024, employees put in $2.34 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$16,366,212
Participants with balances206
Active participants157
Employer contributions$678,277
Employee contributions$1,589,016
Employer contribution per active participant$4,320
Average account balance$79,448
Benefits paid to participants$2,536,496
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$16.4M · 206 accts · $678K emplr
2023$14.4M · 197 accts · $610K emplr
2022$11.3M · 185 accts · $487K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$3,570
Investment management$29,513
Total administrative$33,083
The Primrose Holdings LLC 401(k) match · 2024
Employer contribution per active participant$4,320
Median for plans this size$2,416
2024$4,320 per active participant
2023$4,037 per active participant
2022$3,409 per active participant

Primrose Holdings LLC's 2024 employer contribution ran above the $2,416 median for plans its size, placing it in the top 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 · 20243
MERRILL LYNCH PIERCE FENNER & SMITH · Recordkeeping · Pension consulting$29,513
ADP, INC. · Loan processing · Recordkeeping$3,539
ADP BROKER-DEALER · Other servicesindirect comp

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, Bank of America / Merrill
2023ADP, Bank of America / Merrill

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Administrative cost history3
2024$33,083 · 0.21%
2023$26,673 · 0.21%
2022$22,811 · 0.19%
Same employer
Similar plansHealth Care & Social Assistance · Georgia
Medquest Associates, LLC GA$16.7M · 0.84%
US Carenet, Inc GA$15.4M · 0.06%

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Source: U.S. Department of Labor, Form 5500 series, EIN 581806932 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.