Plan Ledger DOL Form 5500 · updated monthly

The Intersect Group, LLC401(k)

THE INTERSECT GROUP, LLC 401(K) PROFIT SHARING PLAN & TRUST · ATLANTA, GA · plan year 2024

Reported admin expense ratio · 2024
0.64%

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

The Intersect Group, LLC reported $75,139 in plan administrative expenses for 2024: 0.64% of average plan assets, higher than ~90% of peers. Employer contributions averaged $8 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 0.60% to 0.64%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other administrative & support services employers. By assets it is among the smaller plans on file in Georgia (1,127th of 2,160), and the 894th of 2,534 in administrative & support services. In 2024, employees put in $297.85 for every $1.00 the employer contributed; active participation has shrunk from 1,015 to 770 since 2022.

Plan summary
Net assets, end of year$12,204,415
Participants with balances604
Active participants770
Employer contributions$6,229
Employee contributions$1,855,291
Employer contribution per active participant$8
Average account balance$20,206
Benefits paid to participants$2,840,938
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$12.2M · 604 accts · $6K emplr
2023$11.2M · 570 accts · $2K emplr
2022$9.2M · 522 accts · $433 emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$53,139
Investment management$22,000
Total administrative$75,139
The The Intersect Group, LLC 401(k) match · 2024
Employer contribution per active participant$8
Median for plans this size$2,416
2024$8 per active participant
2023$3 per active participant
2022$0 per active participant

The Intersect Group, LLC'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
ADP, INC. · Loan processing · Recordkeeping$53,139
FRAZIER & DEETER · Recordkeeping · Pension consulting$22,000
ADP BROKER-DEALER · Other servicesindirect comp

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Recordkeeper by year2
2024ADP, FRAZIER & DEETER
2023ADP, Bank of America / Merrill, FRAZIER & DEETER

This plan has changed recordkeepers within these filings. If you left The Intersect Group, LLC before a switch, your account may sit at the earlier firm or in a rollover IRA. Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$75,139 · 0.64%
2023$95,521 · 0.94%
2022$48,752 · 0.60%
Same employer
Similar plansAdministrative & Support Services · Georgia
Momentum Resources, Inc. GA$12.5M · 0.57%
Pbd, Inc. GA$12.4M · 0.10%
Informdata LLC GA$11.3M · 0.67%
Gunnison Company GA$10.9M · 1.06%
Creative Multicare, LLC GA$10.9M · 0.36%

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Source: U.S. Department of Labor, Form 5500 series, EIN 204063021 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.