Plan Ledger DOL Form 5500 · updated monthly

The Conlan Company401(k)

THE CONLAN COMPANY 401K PLAN · MARIETTA, GA · plan year 2024

Reported admin expense ratio · 2024
0.09%

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

The Conlan Company reported $17,883 in plan administrative expenses for 2024: 0.09% of average plan assets, lower than ~75% of peers. Employer contributions averaged $391 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 0.08% to 0.09%. 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 833rd-largest of 2,160 plans among Georgia employers on file, and the 1,928th of 5,337 in construction. In 2024, employees put in $6.41 for every $1.00 the employer contributed; active participation has shrunk from 791 to 621 since 2022.

Plan summary
Net assets, end of year$21,399,998
Participants with balances187
Active participants621
Employer contributions$242,814
Employee contributions$1,555,985
Employer contribution per active participant$391
Average account balance$114,438
Benefits paid to participants$626,886
Plan auditUnmodified (clean) audit opinion
AuditorSMITH ADCOCK AND COMPANY
Plan history3
Yearassets · accounts · employer contribution
2024$21.4M · 187 accts · $243K emplr
2023$17.8M · 175 accts · $222K emplr
2022$14.7M · 175 accts · $203K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$2,600
Investment management$14,583
Total administrative$17,883
The The Conlan Company 401(k) match · 2024
Employer contribution per active participant$391
Median for plans this size$2,416
2024$391 per active participant
2023$283 per active participant
2022$257 per active participant

The Conlan Company's 2024 employer contribution ran below the $2,416 median for plans its size, in the bottom 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 · 20244
SMITH ADCOCK AND COMPANY$8,150
VOYA RETIREMENT ADVISORS, LLC · Investment advisory (participants)$6,432
NORTHWESTERN MUTUAL WEALTH MANAGEMEindirect 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$17,883 · 0.09%
2023$15,706 · 0.10%
2022$13,521 · 0.08%
Same employer
Similar plansConstruction · Georgia
Allison-Smith Company, LLC GA$21.4M · 0.28%
Reinicke Athens Inc. GA$21.3M · 0.53%
Americas Home Place, Inc. GA$20.7M · 0.57%
Reeves Young, LLC GA$19.6M · 0.67%

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Source: U.S. Department of Labor, Form 5500 series, EIN 581751974 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.