Plan Ledger DOL Form 5500 · updated monthly

Profisee Group, Inc.401(k)

PROFISEE GROUP, INC. 401(K) P/S PLAN · ALPHARETTA, GA · plan year 2025

Reported admin expense ratio · 2025
0.26%

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

Profisee Group, Inc. reported $38,999 in plan administrative expenses for 2025: 0.26% of average plan assets, below the peer median. Employer contributions averaged $4,151 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 1,620 comparable plans and shown alongside other information & media employers. By assets it is the 959th-largest of 2,160 plans among Georgia employers on file, and 1,126th of 2,199 in information & media. In 2025, employees put in $2.44 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$16,868,538
Participants with balances140
Active participants140
Employer contributions$581,195
Employee contributions$1,417,468
Employer contribution per active participant$4,151
Average account balance$120,490
Benefits paid to participants$1,214,502
Plan auditUnmodified (clean) audit opinion
AuditorBDG-CPAS
Administrative expenses, itemized · 2025
Recordkeeping & contract admin$2,729
Investment management$36,270
Total administrative$38,999
The Profisee Group, Inc. 401(k) match · 2025
Employer contribution per active participant$4,151
Median for plans this size$2,666

Profisee Group, Inc.'s 2025 employer contribution ran above the $2,666 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 2025 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20252
NEWPORT GROUP, INC. · Loan processing · Recordkeeping$2,729
CREATIVE PLANNING, INC. · Investment advisory (plan)$36,270

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

Administrative cost history1
2025$38,999 · 0.26%
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Source: U.S. Department of Labor, Form 5500 series, EIN 260823346 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.