Plan Ledger DOL Form 5500 · updated monthly

Aesculapian Management Company, LLC401(k)

AESCULAPIAN MANAGEMENT COMPANY, LLC 401(K) PLAN · SARASOTA, FL · plan year 2024

Reported admin expense ratio · 2024
0.27%

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

Aesculapian Management Company, LLC reported $178,053 in plan administrative expenses for 2024: 0.27% of average plan assets, higher than ~75% of peers. Employer contributions averaged $2,603 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 fell from 0.44% to 0.27%. 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 431st-largest of 3,644 plans among Florida employers on file, and the 1,459th of 11,911 in health care & social assistance. In 2024, employees put in $1.98 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$69,049,978
Participants with balances945
Active participants738
Employer contributions$1,921,061
Employee contributions$3,795,696
Employer contribution per active participant$2,603
Average account balance$73,069
Benefits paid to participants$6,792,325
Plan auditUnmodified (clean) audit opinion
AuditorSUPLEE,SHEA,CRAMER & MILLER P.A.
Plan history3
Yearassets · accounts · employer contribution
2024$69.0M · 945 accts · $1.9M emplr
2023$61.6M · 991 accts · $1.8M emplr
2022$52.6M · 900 accts · $1.7M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$155,350
Investment management$22,703
Total administrative$178,053
The Aesculapian Management Company, LLC 401(k) match · 2024
Employer contribution per active participant$2,603
Median for plans this size$3,635
2024$2,603 per active participant
2023$2,524 per active participant
2022$2,456 per active participant

Aesculapian Management Company, LLC's 2024 employer contribution ran below 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 · 20246
NATIONWIDE · Contract administrator · Recordkeeping$99,694
KB PENSION SERVICES, INC. · Contract administrator · Recordkeeping$18,835
PRINCIPAL LIFE INSURANCE COMPANY · Contract administrator · Loan processing$33,333
PROACCOUNT · Investment advisory (participants)$22,703
AMERIPRISE FINANCIAL SERVICES · Investment advisory (participants)indirect comp
AMERIPRISE FINANCIAL SERVICES · Investment advisory (plan)indirect 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
2024KB PENSION SERVICES, INC., Nationwide
2023KB PENSION SERVICES, Nationwide

This plan has changed recordkeepers within these filings. If you left Aesculapian Management Company, LLC before a switch, your account may sit at the earlier firm or in a rollover IRA. Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$178,053 · 0.27%
2023$237,214 · 0.42%
2022$252,472 · 0.44%
Same employer
Similar plansHealth Care & Social Assistance · Florida
Rotech Healthcare Inc. FL$74.7M · 0.59%
Trustbridge, Inc. FL$69.6M · 0.25%

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Source: U.S. Department of Labor, Form 5500 series, EIN 593744992 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.