Plan Ledger DOL Form 5500 · updated monthly

9LINE LLC401(k)

9LINE LLC 401K PROFIT SHARING PLAN AND TRUST · TAMPA, FL · plan year 2024

Reported admin expense ratio · 2024
0.29%

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

9LINE LLC reported $15,587 in plan administrative expenses for 2024: 0.29% of average plan assets, below the peer median. Employer contributions averaged $3,070 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 0.287%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other professional & technical services employers. By assets it is among the smaller plans on file in Florida (2,352nd of 3,644), and 9,462nd of 11,654 in professional & technical services. In 2024, employees put in $2.79 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$5,835,884
Participants with balances97
Active participants85
Employer contributions$260,967
Employee contributions$728,205
Employer contribution per active participant$3,070
Average account balance$60,164
Benefits paid to participants$824,624
Plan auditUnmodified (clean) audit opinion
AuditorRIVERO GORDIMER & COMPANY
Plan history3
Yearassets · accounts · employer contribution
2024$5.8M · 97 accts · $261K emplr
2023$5.0M · 100 accts · $264K emplr
2022$4.4M · 112 accts · $237K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$2,295
Investment management$13,292
Total administrative$15,587
The 9LINE LLC 401(k) match · 2024
Employer contribution per active participant$3,070
Median for plans this size$1,313
2024$3,070 per active participant
2023$3,103 per active participant
2022$2,787 per active participant

9LINE LLC'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 · 20243
CAPE INVESTMENT ADVISORY,INC · Recordkeeping · Trustee$13,292
ADP, INC. · Loan processing · Recordkeeping$2,294
ADP BROKER-DEALER · Other servicesindirect comp

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Recordkeeper by year2
2024ADP, CAPE INVESTMENT ADVISORY,INC
2023ADP, CAPE INVESTMENT ADVISORY,INC

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Administrative cost history3
2024$15,587 · 0.29%
2023$14,884 · 0.32%
2022$13,145 · 0.29%
Similar plansProfessional & Technical Services · Florida
Synergistix, Inc. FL$5.7M · 0.64%
Goldstein Law Group, P.A. FL$5.7M · 0.58%
Calhoun International LLC FL$5.6M · 0.68%

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Source: U.S. Department of Labor, Form 5500 series, EIN 800389594 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.