Plan Ledger DOL Form 5500 · updated monthly

The William Breman Jewish Home401(k)

403(B) THRIFT PLAN FOR EMPLOYEES OF THE WILLIAM BREMAN JEWISH HOME, INC. · ATLANTA, GA · plan year 2024

Reported admin expense ratio · 2024
0.02%

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

The William Breman Jewish Home reported $1,512 in plan administrative expenses for 2024: 0.02% of average plan assets, lower than ~75% of peers. Employer contributions averaged $177 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 1 year on file its reported administrative ratio rose from 0.015% to 0.023%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other other services employers. By assets it is among the smaller plans on file in Georgia (1,426th of 2,160), and 1,957th of 3,341 in other services. In 2024, employees put in $2.13 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$7,380,639
Participants with balances237
Active participants948
Employer contributions$167,601
Employee contributions$357,019
Employer contribution per active participant$177
Average account balance$31,142
Benefits paid to participants$763,650
Plan auditUnmodified (clean) audit opinion
Plan history2
Yearassets · accounts · employer contribution
2024$7.4M · 237 accts · $168K emplr
2023$5.8M · 241 accts · $166K emplr
The The William Breman Jewish Home 401(k) match · 2024
Employer contribution per active participant$177
Median for plans this size$1,313
2024$177 per active participant
2023$219 per active participant

The William Breman Jewish Home's 2024 employer contribution ran below the $1,313 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 · 20241
MUTUAL OF AMERICA INVESTMENT CORP · Claims processing · Recordkeeping$1,416

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

Recordkeeper by year2
2024Mutual of America
2023Mutual of America

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Administrative cost history2
2024$1,512 · 0.02%
2023$785 · 0.02%
All plans at this employer2
401A PLAN OF THE WILLIAM BREMAN JEWISH HOME, INCProfit-sharing plan
403(B) THRIFT PLAN FOR EMPLOYEES OF THE WILLIAM BREMAN JEWISH HOME, INC.401(k)
Same employer
Similar plansOther Services · Georgia
The McGee Group, Inc. GA$10.1M · 0.06%
Bombay Lane, LP GA$7.3M · 1.13%
Piedmont Driving Club GA$7.0M · 0.27%

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Source: U.S. Department of Labor, Form 5500 series, EIN 580610059 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.