Plan Ledger DOL Form 5500 · updated monthly

The Arthritis Foundation, Inc.401(k)

ARTHRITIS FOUNDATION DEFINED CONTRIBUTION 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

The Arthritis Foundation, Inc. reported $62,721 in plan administrative expenses for 2024: 0.18% of average plan assets, below the peer median. Employer contributions averaged $4,017 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 0.14% to 0.18%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other other services employers. By assets it is the 587th-largest of 2,160 plans among Georgia employers on file, and the 596th of 3,341 in other services. In 2024, employees put in $1.54 for every $1.00 the employer contributed; active participation has grown from 188 to 228 since 2022.

Plan summary
Net assets, end of year$36,614,243
Participants with balances537
Active participants228
Employer contributions$915,829
Employee contributions$1,409,570
Employer contribution per active participant$4,017
Average account balance$68,183
Benefits paid to participants$3,232,574
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$36.6M · 537 accts · $916K emplr
2023$32.6M · 553 accts · $797K emplr
2022$27.8M · 530 accts · $714K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$54,896
Investment management$2,171
Audit (IQPA)$5,654
Total administrative$62,721
The The Arthritis Foundation, Inc. 401(k) match · 2024
Employer contribution per active participant$4,017
Median for plans this size$2,416
2024$4,017 per active participant
2023$3,672 per active participant
2022$3,800 per active participant

The Arthritis Foundation, Inc.'s 2024 employer contribution ran above 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 · 20243
TIAA-TEACHERS INSURANCE AND ANNUITY · Contract administrator$42,927
ONEDIGITAL INVESTMENT ADVISORS · Investment advisory (plan)$15,040
BDO USA, P.C. · Accounting / audit$5,654

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$62,721 · 0.18%
2023$33,282 · 0.11%
2022$42,459 · 0.14%
Same employer
Similar plansOther Services · Georgia
Dekra North America, Inc. GA$48.9M · 0.64%
World 50 GA$37.9M · 0.13%
Winshape Foundation, Inc. GA$37.0M · 0.03%
In Touch Ministries GA$34.9M · 0.01%

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Source: U.S. Department of Labor, Form 5500 series, EIN 581341679 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.