Plan Ledger DOL Form 5500 · updated monthly

South Georgia Pecan Company, Inc.401(k)

SOUTH GEORGIA PECAN COMPANY, INC. 401(K) PROFIT SHARING PLAN · VALDOSTA, GA · plan year 2024

Reported admin expense ratio · 2024
0.09%

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

South Georgia Pecan Company, Inc. reported $13,704 in plan administrative expenses for 2024: 0.09% of average plan assets, lower than ~75% of peers. Employer contributions averaged $740 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 rose from 0.03% to 0.09%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other wholesale trade employers. By assets it is the 985th-largest of 2,160 plans among Georgia employers on file, and 2,300th of 4,246 in wholesale trade. In 2024, employees put in $1.73 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$15,701,618
Participants with balances247
Active participants347
Employer contributions$256,846
Employee contributions$443,147
Employer contribution per active participant$740
Average account balance$63,569
Benefits paid to participants$1,217,594
Plan auditUnmodified (clean) audit opinion
AuditorFOWLER, HOLLEY, RAMBO & STALVEY,PC
Plan history3
Yearassets · accounts · employer contribution
2024$15.7M · 247 accts · $257K emplr
2023$14.3M · 239 accts · $227K emplr
2022$12.4M · 239 accts · $222K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$13,704
Total administrative$13,704
The South Georgia Pecan Company, Inc. 401(k) match · 2024
Employer contribution per active participant$740
Median for plans this size$2,416
2024$740 per active participant
2023$659 per active participant
2022$702 per active participant

South Georgia Pecan Company, Inc.'s 2024 employer contribution ran below the $2,416 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 · 20244
VOYA RETIREMENT INSURANCE & ANNUITY · Investment advisory (participants)$7,803
MAI CAPITAL MANAGEMENT,LLCindirect comp
ECONOMIC GROUP PENSION SERVICES · Other servicesindirect comp
MORNINGSTAR · Investment advisory (plan)indirect comp

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$13,704 · 0.09%
2023$10,167 · 0.08%
2022$4,308 · 0.03%
Same employer
Similar plansWholesale Trade · Georgia
Hall Boys, Inc. GA$17.3M · 0.07%
Interra International, LLC GA$17.3M · 0.44%
GOOD2GROW LLC GA$14.8M · 0.57%
Pro Marketing, Inc. GA$14.3M · 0.09%
Satair USA, Inc. GA$14.2M · 0.03%

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Source: U.S. Department of Labor, Form 5500 series, EIN 581533837 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.