Plan Ledger DOL Form 5500 · updated monthly

The Atlanta Botanical Garden, Inc.403(b)

THE ATLANTA BOTANICAL GARDEN, INC. 403(B) RETIREMENT SAVINGS PLAN · ATLANTA, GA · plan year 2024

Reported admin expense ratio · 2024
0.36%

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

The Atlanta Botanical Garden, Inc. reported $25,830 in plan administrative expenses for 2024: 0.36% of average plan assets, below the peer median. Employer contributions averaged $2,195 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 0.44% to 0.36%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other arts, entertainment & recreation employers. By assets it is among the smaller plans on file in Georgia (1,366th of 2,160), and 754th of 1,311 in arts, entertainment & recreation. In 2024, employees put in $1.18 for every $1.00 the employer contributed; active participation has grown from 176 to 199 since 2022.

Plan summary
Net assets, end of year$8,148,189
Participants with balances202
Active participants199
Employer contributions$436,776
Employee contributions$515,930
Employer contribution per active participant$2,195
Average account balance$40,338
Benefits paid to participants$237,733
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$8.1M · 202 accts · $437K emplr
2023$6.4M · 194 accts · $373K emplr
2022$5.6M · 185 accts · $261K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$25,830
Total administrative$25,830
Employer contributions to the The Atlanta Botanical Garden, Inc. plan · 2024
Employer contribution per active participant$2,195
Median for plans this size$1,313
2024$2,195 per active participant
2023$1,768 per active participant
2022$1,480 per active participant

The Atlanta Botanical Garden, 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 · 20243
SAGE VIEW ADVISORY GROUP, LLC · Investment management$2,278
ASCENSUS HOLDINGS INC DBA FUTUREPLA · Contract administrator$2,075

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$25,830 · 0.36%
2023$22,945 · 0.38%
2022$26,801 · 0.44%
Same employer
Similar plansArts, Entertainment & Recreation · Georgia
Cf Foundation, Inc. GA$13.7M · 0.17%
Zoo Atlanta GA$12.4M · 0.28%
The Landings Club, Inc. GA$10.8M · 0.58%
Atlanta Athletic Club GA$10.6M · 0.56%
See Rock City, Inc. GA$6.8M · 0.00%
Augusta Country Club GA$6.3M · 1.21%
Ansley Golf Club Inc. GA$4.4M · 0.02%

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Source: U.S. Department of Labor, Form 5500 series, EIN 581313284 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.