Plan Ledger DOL Form 5500 · updated monthly

Thompson, Ventulett, Stainback & Associates, Inc.401(k)

TVS 401(K) RETIREMENT PLAN · ATLANTA, GA · plan year 2025

Reported admin expense ratio · 2025
0.28%

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

Thompson, Ventulett, Stainback & Associates, Inc. reported $61,845 in plan administrative expenses for 2025: 0.28% of average plan assets, below the peer median. Employer contributions averaged $0 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 3 years on file its reported administrative ratio rose from 0.19% to 0.28%. The plan sits in the $10M–$50M size bracket, benchmarked here against 1,620 comparable plans and shown alongside other professional & technical services employers. By assets it is the 795th-largest of 2,160 plans among Georgia employers on file, and the 5,047th of 11,654 in professional & technical services. active participation has grown from 125 to 146 since 2022.

Plan summary
Net assets, end of year$23,074,658
Participants with balances179
Active participants146
Employer contributions$0
Employee contributions$1,168,711
Employer contribution per active participant$0
Average account balance$128,909
Benefits paid to participants$2,281,165
Plan auditUnmodified (clean) audit opinion
Plan history4
Yearassets · accounts · employer contribution
2025$23.1M · 179 accts
2024$21.1M · 211 accts
2023$19.4M · 214 accts
2022$16.4M · 220 accts
Administrative expenses, itemized · 2025
Recordkeeping & contract admin$19,302
Investment management$42,543
Total administrative$61,845
The Thompson, Ventulett, Stainback & Associates, Inc. 401(k) match · 2025
Employer contribution per active participant$0
Median for plans this size$2,666

Thompson, Ventulett, Stainback & Associates, Inc.'s 2025 employer contribution ran below the $2,666 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 2025 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20252
UBS FINANCIAL SERVICES INC · Investment advisory (plan)$42,543

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

Administrative cost history4
2025$61,845 · 0.28%
2024$57,748 · 0.28%
2023$46,456 · 0.26%
2022$33,949 · 0.19%
Same employer
Similar plansProfessional & Technical Services · Georgia
Qgenda, LLC GA$25.5M · 0.10%
Jackson Spalding, Inc. GA$24.2M · 0.46%
Huff, Powell & Bailey, LLC GA$23.1M · 0.30%
Jabian, LLC GA$22.5M · 0.66%
Weissman PC GA$22.4M · 0.37%
Kenneth S. Nugent GA$22.4M · 0.63%

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Source: U.S. Department of Labor, Form 5500 series, EIN 581274188 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.