Plan Ledger DOL Form 5500 · updated monthly

Agency for Community Treatment Services Inc.403(b)

ACTS 403(B) PLAN · TAMPA, FL · plan year 2024

Reported admin expense ratio · 2024
1.22%

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

Agency for Community Treatment Services Inc. reported $79,389 in plan administrative expenses for 2024: 1.22% of average plan assets, higher than ~90% of peers. Employer contributions averaged $1,241 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 1.38% to 1.22%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other health care & social assistance employers. By assets it is among the smaller plans on file in Florida (2,149th of 3,644), and 6,843rd of 11,911 in health care & social assistance. In 2024, employees put in $1.89 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$7,065,736
Participants with balances268
Active participants254
Employer contributions$315,195
Employee contributions$594,921
Employer contribution per active participant$1,241
Average account balance$26,365
Benefits paid to participants$367,833
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$7.1M · 268 accts · $315K emplr
2023$5.9M · 273 accts · $254K emplr
2022$5.0M · 262 accts · $217K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$49,037
Investment management$15,967
Audit (IQPA)$14,385
Total administrative$79,389
Employer contributions to the Agency for Community Treatment Services Inc. plan · 2024
Employer contribution per active participant$1,241
Median for plans this size$1,313
2024$1,241 per active participant
2023$975 per active participant
2022$860 per active participant

Agency for Community Treatment Services Inc.'s 2024 employer contribution ran below the $1,313 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 · 20243
STANCORP FINANCIAL GROUP · Claims processing · Recordkeeping$48,872
LPL FINANCIAL CORPORATION RPCP · Investment advisory (plan)$15,967
CBIZ CPAS P.C. · Accounting / audit$14,385

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

Recordkeeper by year2
2024The Standard
2023The Standard

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$79,389 · 1.22%
2023$66,416 · 1.22%
2022$63,107 · 1.38%
Same employer
Similar plansHealth Care & Social Assistance · Florida
Menorah Manor, Inc FL$7.2M · 0.57%
Boley Centers, Inc. FL$7.2M · 0.30%

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Source: U.S. Department of Labor, Form 5500 series, EIN 591860626 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.