Plan Ledger DOL Form 5500 · updated monthly

Tom Barrow Co.401(k)

TOM BARROW CO. PROFIT SHARING PLAN · ATLANTA, GA · plan year 2024

Reported admin expense ratio · 2024
0.26%

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

Tom Barrow Co. reported $121,813 in plan administrative expenses for 2024: 0.26% of average plan assets, below the peer median. Employer contributions averaged $3,361 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 0.29% to 0.26%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other wholesale trade employers. By assets it is the 436th-largest of 2,160 plans among Georgia employers on file, and the 749th of 4,246 in wholesale trade. In 2024, employees put in $2.82 for every $1.00 the employer contributed; active participation has grown from 229 to 331 since 2022.

Plan summary
Net assets, end of year$54,259,583
Participants with balances406
Active participants331
Employer contributions$1,112,466
Employee contributions$3,136,583
Employer contribution per active participant$3,361
Average account balance$133,644
Benefits paid to participants$6,968,050
Plan auditUnmodified (clean) audit opinion
AuditorSEAY & WEISSINGER, LLC
Plan history3
Yearassets · accounts · employer contribution
2024$54.3M · 406 accts · $1.1M emplr
2023$38.0M · 300 accts · $1.2M emplr
2022$34.1M · 286 accts · $400K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$14,758
Investment management$94,555
Audit (IQPA)$12,500
Total administrative$121,813
The Tom Barrow Co. 401(k) match · 2024
Employer contribution per active participant$3,361
Median for plans this size$2,416
2024$3,361 per active participant
2023$4,938 per active participant
2022$1,747 per active participant

Tom Barrow 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
ONEDIGITAL INVESTMENT ADVISORS LLC · Investment advisory (plan)$45,823
SEAY & WEISSINGER, LLC · Accounting / audit$12,500
EMPOWER ADVISORY GROUP, LLC · Investment management$3,209

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$121,813 · 0.26%
2023$105,749 · 0.29%
2022$109,935 · 0.29%
Same employer
Similar plansWholesale Trade · Georgia
Gourmet Foods International GA$58.6M · 0.29%
Triangle Chemical Company GA$56.4M · 0.18%
Fibervisions Corporation GA$49.9M · 0.05%
Ajc International, Inc. GA$49.1M · 0.04%

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Source: U.S. Department of Labor, Form 5500 series, EIN 581152774 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.