Plan Ledger DOL Form 5500 · updated monthly

Reformation Holdings Inc401(k)

REFORMATION HOLDINGS INC 401(K) PROFIT SHARING PLAN & TRUST · CANTON, GA · plan year 2023

Reported admin expense ratio · 2023
1.03%

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

Reformation Holdings Inc reported $6,833 in plan administrative expenses for 2023: 1.03% of average plan assets, below the peer median. Employer contributions averaged $400 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 under $1M size bracket, benchmarked here against 1,192 comparable plans and shown alongside other other services employers. By assets it is among the smaller plans on file in Georgia (2,069th of 2,160), and 3,119th of 3,341 in other services. In 2023, employees put in $2.82 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$772,853
Participants with balances90
Active participants92
Employer contributions$36,777
Employee contributions$103,857
Employer contribution per active participant$400
Average account balance$8,587
Benefits paid to participants$36,136
Plan auditUnmodified (clean) audit opinion
AuditorMIKE AVERSANO CPA, PC
Administrative expenses, itemized · 2023
Recordkeeping & contract admin$4,211
Investment management$2,622
Total administrative$6,833
The Reformation Holdings Inc 401(k) match · 2023
Employer contribution per active participant$400
Median for plans this size$522

Reformation Holdings Inc's 2023 employer contribution ran below the $522 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 2023 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history1
2023$6,833 · 1.03%
Similar plansOther Services · Georgia
Oryza Group GA$2.1M · 0.67%
Sawyer Business Group Inc GA$402K · 3.44%

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Source: U.S. Department of Labor, Form 5500 series, EIN 844035409 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.