Plan Ledger DOL Form 5500 · updated monthly

Shepard Exposition Services, Inc.401(k)

SHEPARD EXPOSITION SERVICES, INC. 401(K) PLAN · ATLANTA, GA · plan year 2024

Reported admin expense ratio · 2024
0.36%

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

Shepard Exposition Services, Inc. reported $128,667 in plan administrative expenses for 2024: 0.36% of average plan assets, above the peer median. Employer contributions averaged $1,402 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 0.41% to 0.36%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other construction employers. By assets it is the 557th-largest of 2,160 plans among Georgia employers on file, and the 1,263rd of 5,337 in construction. In 2024, employees put in $2.28 for every $1.00 the employer contributed; active participation has grown from 597 to 876 since 2022.

Plan summary
Net assets, end of year$38,981,490
Participants with balances609
Active participants876
Employer contributions$1,228,075
Employee contributions$2,803,775
Employer contribution per active participant$1,402
Average account balance$64,009
Benefits paid to participants$3,352,230
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$39.0M · 609 accts · $1.2M emplr
2023$32.1M · 549 accts · $1.1M emplr
2022$26.5M · 446 accts · $739K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$69,612
Investment management$59,055
Total administrative$128,667
The Shepard Exposition Services, Inc. 401(k) match · 2024
Employer contribution per active participant$1,402
Median for plans this size$2,416
2024$1,402 per active participant
2023$1,613 per active participant
2022$1,238 per active participant

Shepard Exposition Services, Inc.'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 · 20242
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$69,612
WORLD INVESTMENT ADVISORS LLC · Investment advisory (plan)$59,055

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$128,667 · 0.36%
2023$122,947 · 0.42%
2022$119,273 · 0.41%
All plans at this employer2
SHEPARD EXPOSITION SERVICES, INC. 401(K) PLAN401(k)
SHEPARD EXPOSITION SERVICES, INC. EMPLOYEE STOCK OWNERSHIP PLANESOP
Same employer
Similar plansConstruction · Georgia
Nth Degree, Inc. GA$40.1M · 0.06%
Cleveland Group, Inc. GA$39.5M · 0.00%
H.J. Russell & Company GA$36.0M · 0.25%
Knapp Inc. GA$35.1M · 0.65%
Real Floors, Inc. GA$34.6M · 0.36%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 581463468 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.