Plan Ledger DOL Form 5500 · updated monthly

A. Duda & Sons, Inc.401(k)

A. DUDA & SONS, INC. RETIREMENT AND SAVINGS PLAN · OVIEDO, FL · plan year 2024

Reported admin expense ratio · 2024
0.10%

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

A. Duda & Sons, Inc. reported $131,816 in plan administrative expenses for 2024: 0.10% of average plan assets, below the peer median. Employer contributions averaged $4,046 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 0.05% to 0.10%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other agriculture, forestry & fishing employers. By assets it is the 266th-largest of 3,644 plans among Florida employers on file, and the 32nd of 945 in agriculture, forestry & fishing. In 2024, employees put in $1.07 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$128,702,910
Participants with balances1,388
Active participants1,144
Employer contributions$4,628,120
Employee contributions$4,964,797
Employer contribution per active participant$4,046
Average account balance$92,725
Benefits paid to participants$21,903,144
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$128.7M · 1,388 accts · $4.6M emplr
2023$125.1M · 1,433 accts · $4.5M emplr
2022$114.5M · 1,379 accts · $4.0M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$18,381
Investment management$59,500
Audit (IQPA)$53,935
Total administrative$131,816
The A. Duda & Sons, Inc. 401(k) match · 2024
Employer contribution per active participant$4,046
Median for plans this size$3,635
2024$4,046 per active participant
2023$3,763 per active participant
2022$3,376 per active participant

A. Duda & Sons, Inc.'s 2024 employer contribution ran above the $3,635 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 · 20244
T ROWE PRICE RPS INC · Recordkeeping · Trustee$18,381
CBIZ · Investment advisory (plan)$59,500
REHMANN ROBSON · Accounting / audit$42,635
NEWPORT GROUP SECURITIES · Accounting / audit$9,800

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

Recordkeeper by year2
2024T. Rowe Price
2023T. Rowe Price

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Administrative cost history3
2024$131,816 · 0.10%
2023$76,382 · 0.06%
2022$62,994 · 0.05%
Same employer
Similar plansAgriculture, Forestry & Fishing · Florida
Genus WI$141.0M · 0.13%
George's, Inc. AR$135.8M · 0.29%
Cooper Hatchery, Inc. OH$129.9M · 0.28%
Peco Foods, Inc. AL$129.4M · 0.79%
Rayonier Inc. FL$122.7M · 0.19%
New Cooperative, Inc. IA$113.5M · 0.12%

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Source: U.S. Department of Labor, Form 5500 series, EIN 590700499 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.