Plan Ledger DOL Form 5500 · updated monthly

Togetherwork Operations, LLC401(k)

TOGETHERWORK 401(K) PLAN · ATLANTA, GA · plan year 2024

Reported admin expense ratio · 2024
0.12%

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

Togetherwork Operations, LLC reported $67,965 in plan administrative expenses for 2024: 0.12% of average plan assets, below the peer median. Employer contributions averaged $3,129 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 0.11% to 0.12%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other professional & technical services employers. By assets it is the 397th-largest of 2,160 plans among Georgia employers on file, and the 2,334th of 11,654 in professional & technical services. In 2024, employees put in $2.38 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$61,281,424
Participants with balances676
Active participants681
Employer contributions$2,130,606
Employee contributions$5,076,872
Employer contribution per active participant$3,129
Average account balance$90,653
Benefits paid to participants$5,716,237
Plan auditUnmodified (clean) audit opinion
AuditorBATESCARTER
Plan history3
Yearassets · accounts · employer contribution
2024$61.3M · 676 accts · $2.1M emplr
2023$51.4M · 722 accts · $1.9M emplr
2022$40.1M · 708 accts · $1.8M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$15,695
Investment management$17,628
Audit (IQPA)$24,553
Total administrative$67,965
The Togetherwork Operations, LLC 401(k) match · 2024
Employer contribution per active participant$3,129
Median for plans this size$3,635
2024$3,129 per active participant
2023$2,978 per active participant
2022$2,826 per active participant

Togetherwork Operations, LLC's 2024 employer contribution ran below the $3,635 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 · 20246
ROBINSON, GRIMES AND COMPANY$24,553
VOYA RETIREMENT ADVISORS, LLC · Investment advisory (participants)$16,535
RETIREMENT BENEFIT SOLUTIONS$8,715
RAYMOND JAMES FINANCIAL SERVICESindirect comp
RETIREMENT BENEFIT SOLUTIONS · Other servicesindirect 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$67,965 · 0.12%
2023$91,147 · 0.20%
2022$40,353 · 0.11%
Same employer
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Pond & Company GA$65.2M · 0.15%
Riskonnect, Inc. GA$64.9M · 0.40%
Janus Research Group, LLC GA$62.1M · 0.05%
Newfields Companies, LLC GA$60.4M · 0.25%
Aptos, LLC GA$59.8M · 0.23%
Salesloft, Inc. GA$59.4M · 0.27%
Ebix, Inc. GA$52.8M · 0.27%

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Source: U.S. Department of Labor, Form 5500 series, EIN 820616547 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.