Plan Ledger DOL Form 5500 · updated monthly

Adventhealth Benefits Administrative CommitteeProfit-sharing plan

ADVENTHEALTH CONSOLIDATED ERISA 401(A) PLAN · ALTAMONTE SPRINGS, FL · plan year 2024

Reported admin expense ratio · 2024
0.09%

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

Adventhealth Benefits Administrative Committee reported $158,176 in plan administrative expenses for 2024: 0.09% of average plan assets, below the peer median. 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 2 years on file its reported administrative ratio rose from 0.090% to 0.094%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other health care & social assistance employers. By assets it is the 114th-largest of 3,644 plans among Florida employers on file, and the 452nd of 11,911 in health care & social assistance. active participation has grown from 279 to 3,853 since 2022.

Plan summary
Net assets, end of year$332,419,145
Participants with balances3,973
Active participants3,853
Employer contributions$0
Employee contributions$0
Employer contribution per active participant$0
Average account balance$83,670
Benefits paid to participants$27,870,601
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$332.4M · 3,973 accts
2023$3.0M · 259 accts
2022$3.2M · 279 accts
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$111,973
Investment management$2,265
Total administrative$158,176
Employer contributions to the Adventhealth Benefits Administrative Committee plan · 2024
Employer contribution per active participant$0
Median for plans this size$3,635

Adventhealth Benefits Administrative Committee's 2024 employer contribution ran below the $3,635 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 · 20245
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$112,547
MERRILL LYNCH RETIREMENT · Investment advisory (plan)$32,385
PFF O'CONNOR DAVIES, LLP · Legal$6,225
SMITH & DOWNEY · Legal$5,328
WEALTH MANAGEMENT SYSTEMS INC · Other servicesindirect comp

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$158,176 · 0.09%
2023$1,733 · 0.06%
2022$3,340 · 0.09%
All plans at this employer2
ADVENTHEALTH CONSOLIDATED ERISA 401(A) PLANProfit-sharing plan
ADVENTHEALTH CONSOLIDATED ERISA 403(B) PLAN403(b)
Similar plansHealth Care & Social Assistance · Florida
Vitalmd Group Holding. LLC FL$371.9M · 0.09%
Watson Clinic LLP FL$327.8M · 0.22%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 592170012 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.