Plan Ledger DOL Form 5500 · updated monthly

Talley Construction Company, Inc.401(k)

TALLEY CONSTRUCTION COMPANY, INC. 401(K) PROFIT SHARING PLAN AND TRUST · ROSSVILLE, GA · plan year 2024

Reported admin expense ratio · 2024
0.70%

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

Talley Construction Company, Inc. reported $115,064 in plan administrative expenses for 2024: 0.70% of average plan assets, higher than ~90% of peers. Employer contributions averaged $1,483 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 0.65% to 0.70%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other construction employers. By assets it is the 940th-largest of 2,160 plans among Georgia employers on file, and the 2,220th of 5,337 in construction. In 2024, employees put in $1.72 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$17,567,442
Participants with balances125
Active participants260
Employer contributions$385,598
Employee contributions$661,880
Employer contribution per active participant$1,483
Average account balance$140,540
Benefits paid to participants$971,402
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$17.6M · 125 accts · $386K emplr
2023$15.3M · 123 accts · $332K emplr
2022$12.6M · 113 accts · $312K emplr
Administrative expenses, itemized · 2024
Investment management$110,477
Total administrative$115,064
The Talley Construction Company, Inc. 401(k) match · 2024
Employer contribution per active participant$1,483
Median for plans this size$2,416
2024$1,483 per active participant
2023$1,264 per active participant
2022$1,267 per active participant

Talley Construction Company, Inc.'s 2024 employer contribution ran below the $2,416 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
CANNON FINANCIAL STRATEGISTS INC$50,037
ERISA SERVICES OF GA, LLC · Other servicesindirect 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$115,064 · 0.70%
2023$89,107 · 0.64%
2022$87,033 · 0.65%
Same employer
Similar plansConstruction · Georgia
Reeves Young, LLC GA$19.6M · 0.67%
Primus Builders, Inc. GA$17.6M · 0.01%
Nwp Enterprises Inc GA$17.1M · 0.46%
United Forming, Inc. GA$16.3M · 0.01%

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Source: U.S. Department of Labor, Form 5500 series, EIN 621462015 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.