Plan Ledger DOL Form 5500 · updated monthly

Tjfact dba Totally Joined for Achieving Collaborative Techniques401(k)

TOTALLY JOINED FOR ACHIEVING C 401(K) PROFIT SHARING PLAN TRUST · ATLANTA, GA · plan year 2023

Reported admin expense ratio · 2023
1.03%

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

Tjfact dba Totally Joined for Achieving Collaborative Techniques reported $39,532 in plan administrative expenses for 2023: 1.03% of average plan assets, higher than ~75% of peers. Employer contributions averaged $886 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 rose from 0.82% to 1.13%. The plan sits in the $1M–$10M size bracket, benchmarked here against 22,307 comparable plans and shown alongside other professional & technical services employers. By assets it is among the smaller plans on file in Georgia (1,712th of 2,160), and 10,136th of 11,654 in professional & technical services. In 2023, employees put in $3.22 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$4,089,899
Participants with balances142
Active participants313
Employer contributions$277,358
Employee contributions$893,626
Employer contribution per active participant$886
Average account balance$28,802
Benefits paid to participants$1,423,290
Plan auditUnmodified (clean) audit opinion
AuditorCLAUSELL & ASSOCIATES, P.C.
Plan history3
Yearassets · accounts · employer contribution
2024$4.1M · 129 accts · $269K emplr
2023$4.1M · 142 accts · $277K emplr
2022$3.6M · 134 accts · $231K emplr
Administrative expenses, itemized · 2023
Recordkeeping & contract admin$39,532
Total administrative$39,532
The Tjfact dba Totally Joined for Achieving Collaborative Techniques 401(k) match · 2023
Employer contribution per active participant$886
Median for plans this size$1,308
2024$974 per active participant
2023$886 per active participant
2022$792 per active participant

Tjfact dba Totally Joined for Achieving Collaborative Techniques's 2023 employer contribution ran below the $1,308 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 2023 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20235
EMPOWER ADVISORY GROUP, LLC · Investment management$4,733
MY BENEFITS LLC · Contract administrator$3,195
MORGAN STANLEY SMITH BARNEYindirect comp
MORGAN STANLEY INSURANCEindirect comp

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$46,292 · 1.13%
2023$39,532 · 1.03%
2022$27,000 · 0.82%
Similar plansProfessional & Technical Services · Georgia
Quantum Dynamics, Inc GA$4.5M · 0.67%
Connectivity Wireless LLC GA$4.4M · 0.59%
F3EA, Inc. GA$4.1M · 1.36%
Ebryit, Inc. GA$4.1M · 0.76%
Consensus Sales, LLC GA$3.9M · 0.24%

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Source: U.S. Department of Labor, Form 5500 series, EIN 261426511 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.