Plan Ledger DOL Form 5500 · updated monthly

Sar Trilogy, LLC401(k)

AERO CENTERS 401(K) PROFIT SHARING PLAN · ATLANTA, GA · plan year 2024

Reported admin expense ratio · 2024
0.22%

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

Sar Trilogy, LLC reported $73,886 in plan administrative expenses for 2024: 0.22% of average plan assets, below the peer median. Employer contributions averaged $1,682 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 27,838 comparable plans and shown alongside other agriculture, forestry & fishing employers. By assets it is the 649th-largest of 2,160 plans among Georgia employers on file, and the 152nd of 945 in agriculture, forestry & fishing. In 2024, employees put in $3.23 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$31,575,939
Participants with balances188
Active participants194
Employer contributions$326,285
Employee contributions$1,053,463
Employer contribution per active participant$1,682
Average account balance$167,957
Benefits paid to participants$10,059,093
Plan auditUnmodified (clean) audit opinion
The Sar Trilogy, LLC 401(k) match · 2024
Employer contribution per active participant$1,682
Median for plans this size$2,416

Sar Trilogy, LLC's 2024 employer contribution ran below the $2,416 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 · 20249
T. ROWE PRICE RPS, INC. · Recordkeeping · Trustee$115,675
AMERICAN FUNDS · Investment managementindirect comp
DIMENSIONAL FUNDS · Investment managementindirect comp
VANGUARD GROUP · Investment managementindirect comp
FIDELITY · Investment managementindirect comp
TIAA-CREF · Investment managementindirect comp
MFS FUNDS · Investment managementindirect comp
DODGE & COX · Investment managementindirect comp
GREAT GRAY TRUST COMPANY · Investment managementindirect comp

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

Administrative cost history1
2024$73,886 · 0.22%
Similar plansAgriculture, Forestry & Fishing · Georgia
Wayne Farms LLC GA$595.7M · 0.45%
Fieldale Farms Corporation GA$164.2M · 0.31%
Mar-Jac Poultry, Inc. GA$89.2M · 0.05%

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Source: U.S. Department of Labor, Form 5500 series, EIN 473502827 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.