Plan Ledger DOL Form 5500 · updated monthly

Tingue, Brown & Co.401(k)

TINGUE, BROWN & CO. 401(K) PLAN · PEACHTREE CITY, GA · plan year 2024

Reported admin expense ratio · 2024
0.36%

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

Tingue, Brown & Co. reported $60,544 in plan administrative expenses for 2024: 0.36% of average plan assets, above the peer median. Employer contributions averaged $3,424 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 fell from 0.38% to 0.36%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other manufacturing employers. By assets it is the 955th-largest of 2,160 plans among Georgia employers on file, and the 6,588th of 13,661 in manufacturing. In 2024, employees put in $2.97 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$16,940,139
Participants with balances138
Active participants100
Employer contributions$342,408
Employee contributions$1,015,920
Employer contribution per active participant$3,424
Average account balance$122,755
Benefits paid to participants$3,027,183
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$16.9M · 138 accts · $342K emplr
2023$16.4M · 158 accts · $315K emplr
2022$13.3M · 155 accts · $280K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$32,798
Investment management$11,496
Audit (IQPA)$16,250
Total administrative$60,544
The Tingue, Brown & Co. 401(k) match · 2024
Employer contribution per active participant$3,424
Median for plans this size$2,416
2024$3,424 per active participant
2023$3,285 per active participant
2022$2,856 per active participant

Tingue, Brown & Co.'s 2024 employer contribution ran above the $2,416 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 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20244
CONCURRENT INVESTMENT ADVISORS LLC · Investment advisory (plan)$22,605
WISS & COMPANY, LLP · Accounting / audit$16,250
EMPOWER ADVISORY GROUP, LLC · Investment management$619

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

Administrative cost history3
2024$60,544 · 0.36%
2023$57,165 · 0.39%
2022$55,013 · 0.38%
Similar plansManufacturing · Georgia
Digirad Health Inc GA$17.2M · 0.35%
Sany America, Inc. GA$17.1M · 0.16%
Covey Equity Holdings, LLC GA$16.9M · 0.60%
Ims Gear Holding Inc GA$16.9M · 0.13%
Sk Battery America, Inc. GA$16.7M · 2.43%

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Source: U.S. Department of Labor, Form 5500 series, EIN 131734394 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.