Plan Ledger DOL Form 5500 · updated monthly

Spear Group, LLC401(k)

SPEAR GROUP, LLC 401(K) RETIREMENT PLAN AND TRUST · PEACHTREE CORNERS, GA · plan year 2024

Reported admin expense ratio · 2024
0.11%

Spear Group, LLC reported $13,803 in plan administrative expenses for 2024: 0.11% of average plan assets, lower than ~75% of peers. 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 1 year on file its reported administrative ratio rose from 0.01% to 0.11%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other administrative & support services employers. By assets it is the 1,021st-largest of 2,160 plans among Georgia employers on file, and the 776th of 2,534 in administrative & support services.

Plan summary
Net assets, end of year$14,739,074
Participants with balances455
Active participants494
Employer contributions—
Employee contributions$3,645,932
Employer contribution per active participant—
Average account balance$32,394
Benefits paid to participants$1,488,992
Plan auditUnmodified (clean) audit opinion
Plan history2
Yearassets · accounts · employer contribution
2024$14.7M · 455 accts
2023$11.1M · 371 accts
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$13,803
Total administrative$13,803
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 · 20241
ADP, INC. · Loan processing · Recordkeeping$13,803

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

Recordkeeper by year2
2024ADP
2023ADP

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

Administrative cost history2
2024$13,803 · 0.11%
2023$1,522 · 0.01%
Similar plansAdministrative & Support Services · Georgia
Mau Inc. GA$15.1M · 0.40%
Momentum Resources, Inc. GA$12.5M · 0.57%
Pbd, Inc. GA$12.4M · 0.10%

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Source: U.S. Department of Labor, Form 5500 series, EIN 582629438 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.