Plan Ledger DOL Form 5500 · updated monthly

Activus Connect LLC401(k)

ACTIVUS CONNECT LLC 401(K) PROFIT SHARING PLAN & TRUST · ORLANDO, FL · plan year 2024

Reported admin expense ratio · 2024
2.63%

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

Activus Connect LLC reported $21,747 in plan administrative expenses for 2024: 2.63% of average plan assets, higher than ~75% of peers. Employer contributions averaged $0 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 fell from 9.73% to 2.63%. The plan sits in the under $1M size bracket, benchmarked here against 1,109 comparable plans and shown alongside other administrative & support services employers. By assets it is among the smaller plans on file in Florida (3,384th of 3,644), and 2,224th of 2,534 in administrative & support services. In 2024, employees put in $2212.96 for every $1.00 the employer contributed; active participation has grown from 593 to 851 since 2021.

Plan summary
Net assets, end of year$916,405
Participants with balances379
Active participants851
Employer contributions$160
Employee contributions$354,074
Employer contribution per active participant$0
Average account balance$2,418
Benefits paid to participants$232,004
Plan auditUnmodified (clean) audit opinion
Plan history4
Yearassets · accounts · employer contribution
2024$916K · 379 accts · $160 emplr
2023$735K · 368 accts
2022$407K · 252 accts
2021$291K · 299 accts
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$16,776
Investment management$4,111
Trustee / custodial$860
Total administrative$21,747
The Activus Connect LLC 401(k) match · 2024
Employer contribution per active participant$0
Median for plans this size$540

Activus Connect LLC's 2024 employer contribution ran below the $540 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 · 20241
PAYCHEX, INC. · Recordkeeping$15,170

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

Recordkeeper by year2
2024Paychex
2023Paychex

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Administrative cost history4
2024$21,747 · 2.63%
2023$18,380 · 3.22%
2022$17,892 · 5.12%
2021$16,153 · 9.73%
Same employer
Similar plansAdministrative & Support Services · Florida
Prime General, LLC FL$1.0M · 1.81%
National Sourcing Inc FL$986K · 0.65%
Combined Services, Inc. FL$821K · 0.44%

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Source: U.S. Department of Labor, Form 5500 series, EIN 831917754 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.