My Plan Facts

Georgia › Administrative and support and waste management services › 500 to 999 participants

Form 5500 statement · plan year 1 Jan 2025 to 31 Dec 2025

Russell Landscape 401(k) Plan

Sponsored by Russell Landscape Group, Inc., Sugar Hill, GA

401(k) planautomatic enrollmentplan year 2025 filing

Form 5500 information is as filed by the plan administrator with the Department of Labor and may be amended. Figures reflect the plan year shown, not current balances. Form 5500 contains no individual account balances. Look up the original filing at EFAST2.

$4.5Mnet assets, end of plan year+13% on the year
568participants509 active
$7,930net assets per participantsame-size median $46,267
$616employer contributions per active participantsame-size median $1,934

Russell Landscape Group, Inc. of Sugar Hill, Georgia sponsors Russell Landscape 401(k) Plan, a 401(k) plan. Its Form 5500 for the plan year ending 31 Dec 2025 shows 568 participants (509 active) and $4.5M in net assets.

Net assets came to $7,460 per participant in plan year 2024, well below the $46,267 median for defined contribution plans with 500 to 999 participants and well below the $24,581 median for defined contribution plans in administrative and support and waste management services. The figure is an average across everyone in the plan, including former employees with small balances; Form 5500 holds no individual account data.

The employer contributed $314K during the year, or $616 per active participant against a same-size median of $1,934; participants contributed $756K and $16K arrived as rollovers and other contributions. Benefits paid out totalled $1.2M.

The filing reports no service provider compensation on Schedule C. That is common where fees are paid by the employer or taken from investment returns, neither of which appears there. Administrative expenses charged to the plan were $0.

Across the filings on record, net assets went from $535K in 2019 to $4.5M in 2025 (up 742%), and participants from 396 to 568 (up 43%).

The independent accountant's opinion on the financial statements was unmodified (unqualified), from an audit whose scope was limited under ERISA section 103(a)(3)(C) to exclude investment information certified by a bank or insurer.

Compared with similar plans

Measure, plan year 2024This planSame sizeSame industryAll US DC plans
Net assets per participant$7,460$46,267$24,581$53,102
Employer contributions per active participant$730$1,934$1,302$2,175
Schedule C compensation per participant$8.62$113$98.48$123
Schedule C compensation, share of net assets0.12%0.25%0.44%0.26%
Administrative expenses per participant$8.62$109$95.90$116

Peer columns are medians for plan year 2024 across defined contribution plans with 100 or more participants: 500 to 999 participants (10,588 plans), administrative and support and waste management services (1,682) and all US plans (63,460). Fee medians cover plans that report an amount.

Trend by plan year

2019: $535K2020: $1.2M2021: $1.7M2022: $1.8M2023: $2.8M2024: $4.0M2025: $4.5M$535K$4.5M20192020202220242025
Net assets at year end
2019: 3962020: 4312021: 3972022: 4402023: 5642024: 5322025: 56839656820192020202220242025
Participants at year end
Plan yearParticipantsNet assetsPer participantEmployer contributionsParticipant contributionsSchedule C compensation
2025568$4.5M$7,930$314K$756K$0
2024532$4.0M$7,461$267K$669K$5,000
2023564$2.8M$5,046$232K$605K$11K
2022440$1.8M$4,093$193K$508K$0
2021397$1.7M$4,332$165K$434K$0
2020431$1.2M$2,680$126K$341K$0
2019396$535K$1,351$77K$213K$0

Years in which the plan filed the full Form 5500 with 100 or more participants, from 2009. Plan year is the year in which the plan year began.

Statement for the year

  • Net assets, beginning of year$3,968,594
  • Employer contributions$313,580
  • Participant contributions$756,281
  • Rollovers and other contributions$16,487
  • Total contributions$1,086,348
  • Total income, including investment results$1,714,672
  • Benefits paid$1,178,953
  • Administrative expenses$0
  • Total expenses$1,178,953
  • Net income$535,719
  • Net transfers$0
  • Net assets, end of year$4,504,313

Participants

  • Active participants509
  • Retired or separated, receiving benefits0
  • Retired or separated, entitled to future benefits59
  • Participants with account balances568
  • Total participants, end of year568

Fees and service providers

$0Schedule C compensation to organisations$0 direct · $0 indirect
—per participantsame-size median $113
—of net assetssame-size median 0.25%
$0administrative expenses charged to the plan— per participant

No service provider organisations are listed on Schedule C for this plan year.

Schedule C, Part I line 2: providers that received $5,000 or more, with the form's own service codes. Individuals named on Schedule C (plan employees, individual trustees) are never shown and their compensation is excluded. Eligible indirect compensation disclosed by formula carries no dollar amount. See how to read Schedule C fees.

Investment structure

Assets at year end by Schedule H category. The form shows the kind of vehicle holding the money, not the funds on the menu.

  • Registered investment companies (mutual funds)$4.4M · 98.6%
  • Insurance company general account$46K · 1.0%
  • Receivables$17K · 0.4%

Audit and compliance answers, as filed

  • Accountant's opinionUnmodified (unqualified)
  • Audit scope limited under ERISA section 103(a)(3)(C)Yes
  • Accounting firmSmith & Howard
  • Participant contributions reported as transmitted lateNo
  • Covered by a fidelity bondYes, $1,000,000
  • Blackout period during the yearNo

These are the plan administrator's own answers on Schedule H, Part IV. A reported late transmittal is the filer's disclosure of a timing lapse, usually corrected through the Department of Labor's voluntary program; the amount is the total involved, not a loss.

Plan characteristics

  • 2EProfit-sharing plan
  • 2FERISA section 404(c) plan
  • 2GTotal participant-directed account plan
  • 2JCode section 401(k) feature
  • 2KCode section 401(m) arrangement
  • 2S401(k) plan or 403(b) plan that provides for automatic enrollment
  • 3DPre-approved pension plan

Codes entered on Form 5500 line 8a, with the labels from the official instructions. Business code 561730: Landscaping Services.

Similar plans in Georgia

PlanSponsorParticipantsNet assetsPer participant
Spear Group, LLC 401(k) Retirement Plan and TrustSpear Group, LLC580$14.7M$25,412
Internal Data Resources, Inc. 401(k) P/ S PlanInternal Data Resources, Inc.547$6.9M$12,532
Altisource Employees' Savings PlanAltisource Portfolio Solutions, Inc.584$36.9M$63,157
ALL(N)1 Security Services 401KPLANAlln 1 Security Services532$1.9M$3,540
Sullivan's Administrative Managers, LLC 401(k) Profit Sharing PlanSullivan's Administrative Managers, LLC620$9.6M$15,459
Ask Staffing 401(k) Savings PlanAsk Staffing Inc.501$1.8M$3,625

Defined contribution plans in administrative and support and waste management services closest in size.

Questions and answers

How big is Russell Landscape 401(k) Plan?

568 participants at the end of the plan year ending 31 Dec 2025, of whom 509 were active employees, with net assets of $4,504,313. Among defined contribution plans that places it in the 500 to 999 participants band, which held 10,588 plans in plan year 2024.

What does Russell Landscape Group, Inc. contribute per participant?

The filing reports $313,580 in employer contributions for the year, which is $616 per active participant; the median for plans of the same type and size was $1,934 in plan year 2024. Form 5500 reports the total only. It does not state the match formula, and the per-participant figure is an average, not any one person's contribution.

What fees does the plan pay and how do they compare?

Schedule C reports no provider compensation for the year. Administrative expenses on Schedule H were $0. Investment costs deducted inside mutual funds and other pooled vehicles are not itemised on Form 5500, so these figures are a floor rather than a full cost.

Who runs the plan?

The sponsor is Russell Landscape Group, Inc.. The financial statements were audited by Smith & Howard. Form 5500 also names the plan administrator's signer and other individuals; this site publishes organisations only.

Was the audit opinion unqualified?

The filing reports an unmodified (unqualified) opinion from a limited-scope audit, in which the accountant did not audit investment information certified by a bank or insurance company. Unmodified (formerly "unqualified") is the standard clean opinion.

How current is this, and does it show my balance?

This is the Form 5500 for the plan year 1 Jan 2025 to 31 Dec 2025, received by the Department of Labor on 24 Jul 2026. Filings are due seven months after the plan year ends, or nine and a half with an extension, so the public record always runs a year or more behind. It contains plan-level totals only: no individual balances, contributions or names of participants exist in the data.

Provenance

Source: U.S. Department of Labor, Employee Benefits Security Administration, Form 5500 research files (Form 5500, Schedule H, Schedule C) for plan years 2009 to 2025, public domain, with filings received through 24 Aug 2026. This page shows the latest filing on record for EIN 58-1556828, plan 002, received 24 Jul 2026; an amended filing replaces it at the next build. Medians and percentiles are computed by this site; see the methodology. Report an error through corrections.