Plan Ledger DOL Form 5500 · updated monthly

Smith and Howard PC401(k)

SMITH AND HOWARD, P.C. SALARY DEFERRAL PLAN · ATLANTA, GA · plan year 2022

Reported admin expense ratio · 2022
0.17%

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

Smith and Howard PC reported $54,539 in plan administrative expenses for 2022: 0.17% of average plan assets, below the peer median. Employer contributions averaged $4,834 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 26,806 comparable plans and shown alongside other professional & technical services employers. By assets it is the 661st-largest of 2,160 plans among Georgia employers on file, and the 4,161st of 11,654 in professional & technical services. In 2022, employees put in $1.92 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$30,202,531
Participants with balances171
Active participants151
Employer contributions$729,889
Employee contributions$1,403,314
Employer contribution per active participant$4,834
Average account balance$176,623
Benefits paid to participants$232,577
Plan auditUnmodified (clean) audit opinion
AuditorAAFCPAS
Administrative expenses, itemized · 2022
Recordkeeping & contract admin$54,539
Total administrative$54,539
The Smith and Howard PC 401(k) match · 2022
Employer contribution per active participant$4,834
Median for plans this size$2,266

Smith and Howard PC's 2022 employer contribution ran above the $2,266 median for plans its size, placing it in the top 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 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history1
2022$54,539 · 0.17%
Same employer
Similar plansProfessional & Technical Services · Georgia
Ivision Scale, LLC GA$30.8M · 0.40%
Business Software, Inc. GA$29.6M · 0.14%
Hancock, Askew & Co., LLP GA$29.5M · 0.04%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 581250486 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.