Plan Ledger DOL Form 5500 · updated monthly

Tipperary Sales, Inc.401(k)

TIPPERARY SALES, INC. PROFIT SHARING PLAN · EVANS, GA · plan year 2024

Reported admin expense ratio · 2024
0.66%

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

Tipperary Sales, Inc. reported $78,808 in plan administrative expenses for 2024: 0.66% of average plan assets, higher than ~90% of peers. Employer contributions averaged $14,392 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 fell from 0.82% to 0.61%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other retail trade employers. By assets it is among the smaller plans on file in Georgia (1,089th of 2,160), and the 2,151st of 5,215 in retail trade. In 2024, the employer put in $3.01 for every $1.00 employees contributed themselves; active participation has grown from 96 to 120 since 2022.

Plan summary
Net assets, end of year$12,916,605
Participants with balances148
Active participants120
Employer contributions$1,727,008
Employee contributions$573,083
Employer contribution per active participant$14,392
Average account balance$87,274
Benefits paid to participants$1,745,658
Plan auditUnmodified (clean) audit opinion
Plan history4
Yearassets · accounts · employer contribution
2025$10.7M · 149 accts · $352K emplr
2024$12.9M · 148 accts · $1.7M emplr
2023$10.9M · 129 accts · $956K emplr
2022$8.9M · 140 accts · $348K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$78,808
Total administrative$78,808
The Tipperary Sales, Inc. 401(k) match · 2024
Employer contribution per active participant$14,392
Median for plans this size$2,416
2025$3,140 per active participant
2024$14,392 per active participant
2023$9,279 per active participant
2022$3,624 per active participant

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

Service providers · 20242
PRINCIPAL LIFE INSURANCE COMPANY · Contract administrator$78,808
CHOREO, LLC · Investment advisory (plan)indirect comp

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$71,492 · 0.61%
2024$78,808 · 0.66%
2023$80,614 · 0.81%
2022$80,713 · 0.82%
Same employer
Similar plansRetail Trade · Georgia
Akin Ford Corporation GA$13.5M · 0.58%
Elite Floor Design Inc. GA$13.2M · 0.08%
Lasseter Tractor Co Inc GA$13.0M · 0.61%
Belnick, Inc. GA$12.3M · 0.34%

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Source: U.S. Department of Labor, Form 5500 series, EIN 581933151 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.