Plan Ledger DOL Form 5500 · updated monthly

Weissman PC401(k)

WEISSMAN PC 401(K) AND PROFIT SHARING PLAN · ATLANTA, GA · plan year 2024

Reported admin expense ratio · 2024
0.37%

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

Weissman PC reported $79,353 in plan administrative expenses for 2024: 0.37% of average plan assets, above the peer median. Employer contributions averaged $1,102 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 has held roughly steady near 0.37%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other professional & technical services employers. By assets it is the 806th-largest of 2,160 plans among Georgia employers on file, and the 5,139th of 11,654 in professional & technical services. In 2024, employees put in $6.95 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$22,425,695
Participants with balances181
Active participants145
Employer contributions$159,724
Employee contributions$1,110,547
Employer contribution per active participant$1,102
Average account balance$123,899
Benefits paid to participants$2,512,328
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$22.4M · 181 accts · $160K emplr
2023$20.8M · 184 accts · $145K emplr
2022$18.1M · 212 accts · $158K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$29,494
Investment management$49,859
Total administrative$79,353
The Weissman PC 401(k) match · 2024
Employer contribution per active participant$1,102
Median for plans this size$2,416
2024$1,102 per active participant
2023$1,045 per active participant
2022$995 per active participant

Weissman PC's 2024 employer contribution ran below the $2,416 median for plans its size, in the bottom 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 · 20244
NORTHWESTERN MUTUAL WEALTH MGMT CO · Investment advisory (plan)$45,603
EMPOWER ADVISORY GROUP, LLC · Investment management$4,256
TD AMERITRADE INC. · Securities brokerageindirect 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$79,353 · 0.37%
2023$71,945 · 0.37%
2022$74,047 · 0.38%
Same employer
Similar plansProfessional & Technical Services · Georgia
Jabian, LLC GA$22.5M · 0.66%
Kenneth S. Nugent GA$22.4M · 0.63%
Mstiller LLC GA$21.3M · 0.33%

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Source: U.S. Department of Labor, Form 5500 series, EIN 581943683 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.