Plan Ledger DOL Form 5500 · updated monthly

The Shopping Center Group401(k)

THE SHOPPING CENTER GROUP 401(K) PROFIT SHARING PLAN · ATLANTA, GA · plan year 2022

Reported admin expense ratio · 2022
0.05%

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

The Shopping Center Group reported $4,135 in plan administrative expenses for 2022: 0.05% of average plan assets, lower than ~75% of peers. Employer contributions averaged $2,124 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.

The plan sits in the $1M–$10M size bracket, benchmarked here against 30,021 comparable plans and shown alongside other real estate & leasing employers. By assets it is among the smaller plans on file in Georgia (1,439th of 2,160), and 1,327th of 2,096 in real estate & leasing. In 2022, employees put in $1.94 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$7,175,225
Participants with balances83
Active participants109
Employer contributions$231,547
Employee contributions$449,084
Employer contribution per active participant$2,124
Average account balance$86,448
Benefits paid to participants$242,013
Plan auditUnmodified (clean) audit opinion
AuditorBATES, CARTER, & CO.
Administrative expenses, itemized · 2022
Recordkeeping & contract admin$2,025
Investment management$2,110
Total administrative$4,135
The The Shopping Center Group 401(k) match · 2022
Employer contribution per active participant$2,124
Median for plans this size$1,114

The Shopping Center Group's 2022 employer contribution ran above the $1,114 median for plans its size, placing it in the top 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 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history1
2022$4,135 · 0.05%
Same employer
Similar plansReal Estate & Leasing · Georgia
Eci Construction, LLC GA$8.6M · 1.45%
Rise Residential, LLC GA$6.0M · 0.98%
Avila Real Estate, LLC GA$5.6M · 0.07%
Radco Residential, LLC GA$5.2M · 1.26%

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Source: U.S. Department of Labor, Form 5500 series, EIN 593708465 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.