Plan Ledger DOL Form 5500 · updated monthly

Smith, Gambrell & Russell, LLP401(k)

SMITH, GAMBRELL & RUSSELL, LLP 401(K) RETIREMENT PLAN · ATLANTA, GA · plan year 2024

Reported admin expense ratio · 2024
0.01%

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

Smith, Gambrell & Russell, LLP reported $32,805 in plan administrative expenses for 2024: 0.01% of average plan assets, lower than ~75% of peers. Employer contributions averaged $12,984 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 0.03% to 0.01%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other professional & technical services employers. By assets it is the 135th-largest of 2,160 plans among Georgia employers on file, and the 627th of 11,654 in professional & technical services. In 2024, employees put in $1.01 for every $1.00 the employer contributed; active participation has grown from 439 to 524 since 2022.

Plan summary
Net assets, end of year$266,434,581
Participants with balances702
Active participants524
Employer contributions$6,803,481
Employee contributions$6,851,022
Employer contribution per active participant$12,984
Average account balance$379,536
Benefits paid to participants$9,190,890
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$266.4M · 702 accts · $6.8M emplr
2023$229.2M · 714 accts · $7.0M emplr
2022$171.8M · 564 accts · $4.6M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$32,805
Total administrative$32,805
The Smith, Gambrell & Russell, LLP 401(k) match · 2024
Employer contribution per active participant$12,984
Median for plans this size$3,635
2024$12,984 per active participant
2023$12,477 per active participant
2022$10,375 per active participant

Smith, Gambrell & Russell, LLP's 2024 employer contribution ran above the $3,635 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 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20248
T ROWE PRICE RPS INC · Recordkeeping · Trustee$32,811
SAVANT CAPITAL LLC · Investment advisory (participants)$53,681
UNITED CAPITAL FINANCIAL ADVISORS · Investment advisory (participants)$25,959
SIGNATUREFD LLC · Investment advisory (participants)$17,668
CORIENT PRIVATE WEALTH LLC · Investment advisory (participants)$14,590
RENE J NEYREY · Investment advisory (participants)$13,612
CAPITAL MGMT SERVICES INC · Investment advisory (participants)$7,445
CHARLES SCHWAB & CO., INC. · Securities brokerage$1,227

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

Recordkeeper by year2
2024T. Rowe Price
2023T. Rowe Price

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$32,805 · 0.01%
2023$30,044 · 0.01%
2022$62,395 · 0.03%
Same employer
Similar plansProfessional & Technical Services · Georgia
Elekta, Inc. GA$337.5M · 0.02%
Sage Software Inc. GA$331.8M · 0.09%
Document Technologies, LLC GA$318.7M · 0.19%
Landis&Gyr Technology, Inc. GA$231.9M · 0.03%
Aprio Holdings LLC GA$217.4M · 0.13%
Enercon Services Inc GA$212.9M · 0.10%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 580967450 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.