Plan Ledger DOL Form 5500 · updated monthly

The Winter Group of Companies401(k)

THE WINTER GROUP OF COMPANIES 401(K) RETIREMENT SAVINGS PLAN · ATLANTA, GA · plan year 2022

Reported admin expense ratio · 2022
0.62%

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

The Winter Group of Companies reported $147,085 in plan administrative expenses for 2022: 0.62% of average plan assets, higher than ~90% of peers. Employer contributions averaged $2,369 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 $10M–$50M size bracket, benchmarked here against 26,806 comparable plans and shown alongside other construction employers. By assets it is the 822nd-largest of 2,160 plans among Georgia employers on file, and the 1,903rd of 5,337 in construction. In 2022, employees put in $3.55 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$21,800,356
Participants with balances321
Active participants187
Employer contributions$443,009
Employee contributions$1,571,708
Employer contribution per active participant$2,369
Average account balance$67,914
Benefits paid to participants$1,602,053
Plan auditUnmodified (clean) audit opinion
The The Winter Group of Companies 401(k) match · 2022
Employer contribution per active participant$2,369
Median for plans this size$2,266

The Winter Group of Companies's 2022 employer contribution ran above the $2,266 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 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history1
2022$147,085 · 0.62%
Similar plansConstruction · Georgia
Smith Douglas Holdings LLC GA$23.7M · 0.51%
Allison-Smith Company, LLC GA$21.4M · 0.28%
The Conlan Company GA$21.4M · 0.09%
Reinicke Athens Inc. GA$21.3M · 0.53%

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Source: U.S. Department of Labor, Form 5500 series, EIN 582337538 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.