Plan Ledger DOL Form 5500 · updated monthly

WARE2GO Inc.401(k)

WARE2GO 401(K) PLAN · ATLANTA, GA · plan year 2024

Reported admin expense ratio · 2024
0.65%

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

WARE2GO Inc. reported $53,127 in plan administrative expenses for 2024: 0.65% of average plan assets, above the peer median. Employer contributions averaged $2,900 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 1.18% to 0.65%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other transportation & warehousing employers. By assets it is among the smaller plans on file in Georgia (1,297th of 2,160), and the 1,208th of 2,677 in transportation & warehousing. In 2024, employees put in $3.99 for every $1.00 the employer contributed; active participation has shrunk from 178 to 131 since 2022.

Plan summary
Net assets, end of year$9,164,980
Participants with balances159
Active participants131
Employer contributions$379,847
Employee contributions$1,514,485
Employer contribution per active participant$2,900
Average account balance$57,641
Benefits paid to participants$1,352,241
Plan auditUnmodified (clean) audit opinion
AuditorBENNETTTHRASHER
Plan history3
Yearassets · accounts · employer contribution
2024$9.2M · 159 accts · $380K emplr
2023$7.2M · 173 accts · $451K emplr
2022$4.2M · 149 accts · $564K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$47,909
Investment management$5,218
Total administrative$53,127
The WARE2GO Inc. 401(k) match · 2024
Employer contribution per active participant$2,900
Median for plans this size$1,313
2024$2,900 per active participant
2023$2,702 per active participant
2022$3,168 per active participant

WARE2GO Inc.'s 2024 employer contribution ran above the $1,313 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
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$47,909
STRATEGIC ADVISORS, INC. · Investment advisory (plan)$5,218

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$53,127 · 0.65%
2023$54,509 · 0.95%
2022$43,377 · 1.18%
Same employer
Similar plansTransportation & Warehousing · Georgia
Helicopter Express, Inc. GA$10.7M · 0.97%
B-H Transfer Company GA$9.8M · 0.50%
Howard Sheppard, LLC GA$8.7M · 0.56%
Staci Americas LLC GA$8.3M · 0.43%

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Source: U.S. Department of Labor, Form 5500 series, EIN 824898154 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.