Plan Ledger DOL Form 5500 · updated monthly

Windham Brannon, LLC401(k)

WINDHAM BRANNON, LLC 401(K) RETIREMENT PLAN · ATLANTA, GA · plan year 2024

Reported admin expense ratio · 2024
0.09%

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

Windham Brannon, LLC reported $41,644 in plan administrative expenses for 2024: 0.09% of average plan assets, lower than ~75% of peers. Employer contributions averaged $3,940 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 0.06% to 0.09%. 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 498th-largest of 2,160 plans among Georgia employers on file, and the 2,961st of 11,654 in professional & technical services. In 2024, employees put in $3.33 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$45,697,340
Participants with balances265
Active participants188
Employer contributions$740,794
Employee contributions$2,463,988
Employer contribution per active participant$3,940
Average account balance$172,443
Benefits paid to participants$6,859,187
Plan auditUnmodified (clean) audit opinion
AuditorBLACK & PINCKARD
Plan history3
Yearassets · accounts · employer contribution
2024$45.7M · 265 accts · $741K emplr
2023$44.1M · 297 accts · $772K emplr
2022$34.9M · 267 accts · $648K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$25,533
Total administrative$41,644
The Windham Brannon, LLC 401(k) match · 2024
Employer contribution per active participant$3,940
Median for plans this size$2,416
2024$3,940 per active participant
2023$3,284 per active participant
2022$3,239 per active participant

Windham Brannon, LLC'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 · 20241

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$41,644 · 0.09%
2023$24,055 · 0.06%
2022$20,214 · 0.06%
Same employer
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Niit (USA), Inc. GA$48.5M · 0.24%
Symphona LLP GA$48.5M · 0.49%
Cardlytics, Inc. GA$48.2M · 0.22%
Greensky LLC GA$47.7M · 0.42%
Guided by Good GA$43.0M · 0.13%
Alliant Health Group, Inc. GA$42.8M · 0.18%
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Source: U.S. Department of Labor, Form 5500 series, EIN 581763439 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.