Plan Ledger DOL Form 5500 · updated monthly

Southeast Restoration of Ga, Inc.401(k)

SOUTHEAST RESTORATION GROUP OF GA, INC. 401(K) PLAN · CANTON, GA · plan year 2024

Reported admin expense ratio · 2024
0.60%

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

Southeast Restoration of Ga, Inc. reported $47,971 in plan administrative expenses for 2024: 0.60% of average plan assets, above the peer median. Employer contributions averaged $1,441 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 0.52% to 0.60%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other other services employers. By assets it is among the smaller plans on file in Georgia (1,316th of 2,160), and 1,753rd of 3,341 in other services. In 2024, employees put in $2.16 for every $1.00 the employer contributed; active participation has grown from 98 to 317 since 2022.

Plan summary
Net assets, end of year$8,996,188
Participants with balances169
Active participants317
Employer contributions$456,673
Employee contributions$984,569
Employer contribution per active participant$1,441
Average account balance$53,232
Benefits paid to participants$378,850
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$9.0M · 169 accts · $457K emplr
2023$7.0M · 119 accts · $379K emplr
2022$5.1M · 100 accts · $151K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$17,816
Investment management$30,155
Total administrative$47,971
The Southeast Restoration of Ga, Inc. 401(k) match · 2024
Employer contribution per active participant$1,441
Median for plans this size$1,313
2024$1,441 per active participant
2023$1,627 per active participant
2022$1,539 per active participant

Southeast Restoration of Ga, Inc.'s 2024 employer contribution ran above the $1,313 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
NORTHWESTERN MUTUAL WEALTH MGMT CO · Investment advisory (plan)$30,155
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$17,816

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$47,971 · 0.60%
2023$35,697 · 0.59%
2022$27,387 · 0.52%
Same employer
Similar plansOther Services · Georgia
Atlanta Commercial Tire Inc GA$11.1M · 1.17%
Anverse, Inc. GA$11.0M · 0.13%
The McGee Group, Inc. GA$10.1M · 0.06%
Bombay Lane, LP GA$7.3M · 1.13%

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Source: U.S. Department of Labor, Form 5500 series, EIN 113737678 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.