Plan Ledger DOL Form 5500 · updated monthly

Sterling Seacrest Pritchard, Inc.401(k)

STERLING SEACREST PRITCHARD, INC. RETIREMENT PLAN · ATLANTA, GA · plan year 2024

Reported admin expense ratio · 2024
0.18%

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

Sterling Seacrest Pritchard, Inc. reported $108,225 in plan administrative expenses for 2024: 0.18% of average plan assets, above the peer median. Employer contributions averaged $6,708 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 0.21% to 0.18%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other finance & insurance employers. By assets it is the 387th-largest of 2,160 plans among Georgia employers on file, and the 1,396th of 4,798 in finance & insurance. In 2024, employees put in $1.41 for every $1.00 the employer contributed; active participation has grown from 281 to 352 since 2022.

Plan summary
Net assets, end of year$63,467,967
Participants with balances426
Active participants352
Employer contributions$2,361,298
Employee contributions$3,332,562
Employer contribution per active participant$6,708
Average account balance$148,986
Benefits paid to participants$5,606,587
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$63.5M · 426 accts · $2.4M emplr
2023$55.5M · 408 accts · $2.2M emplr
2022$44.5M · 372 accts · $1.8M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$108,225
Total administrative$108,225
The Sterling Seacrest Pritchard, Inc. 401(k) match · 2024
Employer contribution per active participant$6,708
Median for plans this size$3,635
2024$6,708 per active participant
2023$6,836 per active participant
2022$6,453 per active participant

Sterling Seacrest Pritchard, Inc.'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 · 20245
UBS FINANCIAL SERVICES, INC. · Investment advisory (plan)$55,089
ERISA SERVICES OF GEORGIA LLC · Contract administrator$34,802
EMPOWER ADVISORY GROUP · Investment management$17,329
EMPOWER FINANCIAL SERVICES, INC. · Securities brokerage$140

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$108,225 · 0.18%
2023$90,722 · 0.18%
2022$101,651 · 0.21%
Similar plansFinance & Insurance · Georgia
Apco Holdings, LLC GA$64.4M · 0.37%
Pathstone GA$53.2M · 0.03%
Associated Credit Union GA$48.2M · 0.20%
Georgia United Credit Union GA$46.5M · 0.40%

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Source: U.S. Department of Labor, Form 5500 series, EIN 450491669 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.