Plan Ledger DOL Form 5500 · updated monthly

SA Holding Company, Inc.401(k)

SA HOLDING COMPANY, INC. 401(K) PLAN · RIDGELAND, MS · plan year 2024

Reported admin expense ratio · 2024
1.03%

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

SA Holding Company, Inc. reported $77,328 in plan administrative expenses for 2024: 1.03% of average plan assets, higher than ~75% of peers. Employer contributions averaged $115 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 1.11% to 1.03%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other health care & social assistance employers. By assets it is among the smaller plans on file in Mississippi (193rd of 367), and 6,327th of 11,911 in health care & social assistance. In 2024, employees put in $10.00 for every $1.00 the employer contributed; active participation has grown from 260 to 741 since 2022.

Plan summary
Net assets, end of year$8,295,966
Participants with balances585
Active participants741
Employer contributions$85,438
Employee contributions$854,375
Employer contribution per active participant$115
Average account balance$14,181
Benefits paid to participants$434,181
Plan auditUnmodified (clean) audit opinion
AuditorHARPER RAINS KNIGHT AND COMPANY
Plan history3
Yearassets · accounts · employer contribution
2024$8.3M · 585 accts · $85K emplr
2023$6.7M · 560 accts · $97K emplr
2022$5.9M · 443 accts · $231K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$55,837
Investment management$21,491
Total administrative$77,328
The SA Holding Company, Inc. 401(k) match · 2024
Employer contribution per active participant$115
Median for plans this size$1,313
2024$115 per active participant
2023$187 per active participant
2022$887 per active participant

SA Holding Company, Inc.'s 2024 employer contribution ran below the $1,313 median for plans its size, in the bottom 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 · 20242
REGIONS BANK · Investment advisory (plan)$21,491

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$77,328 · 1.03%
2023$57,954 · 0.92%
2022$68,006 · 1.11%
Same employer
Similar plansHealth Care & Social Assistance · Mississippi
Medico, LLC MS$6.5M · 2.50%

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Source: U.S. Department of Labor, Form 5500 series, EIN 810588728 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.