Plan Ledger DOL Form 5500 · updated monthly

Albertelli Law401(k)

ALBERTELLI LAW 401(K) PLAN · JACKSONVILLE, FL · plan year 2024

Reported admin expense ratio · 2024
0.46%

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

Albertelli Law reported $31,361 in plan administrative expenses for 2024: 0.46% of average plan assets, below the peer median. Employer contributions averaged $1,415 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 0.60% to 0.46%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other professional & technical services employers. By assets it is among the smaller plans on file in Florida (2,110th of 3,644), and 8,936th of 11,654 in professional & technical services. In 2024, employees put in $2.85 for every $1.00 the employer contributed; active participation has grown from 81 to 188 since 2022.

Plan summary
Net assets, end of year$7,335,984
Participants with balances218
Active participants188
Employer contributions$265,993
Employee contributions$757,803
Employer contribution per active participant$1,415
Average account balance$33,651
Benefits paid to participants$841,864
Plan auditUnmodified (clean) audit opinion
AuditorRIVERO, GORDIMER & COMPANY, P.A.
Plan history3
Yearassets · accounts · employer contribution
2024$7.3M · 218 accts · $266K emplr
2023$6.2M · 233 accts · $217K emplr
2022$4.5M · 128 accts · $135K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$29,961
Investment management$1,400
Total administrative$31,361
The Albertelli Law 401(k) match · 2024
Employer contribution per active participant$1,415
Median for plans this size$1,313
2024$1,415 per active participant
2023$720 per active participant
2022$1,665 per active participant

Albertelli Law's 2024 employer contribution ran above 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 · 20242
TRANSAMERICA LIFE INSURANCE COMPANY · Recordkeeping · Loan processing$19,922
FLORIDA RETIREMENT CONSULTANTS · Recordkeeping · Loan processing$8,619

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

Recordkeeper by year2
2024FLORIDA RETIREMENT CONSULTANTS, Transamerica
2023FLORIDA RETIREMENT CONSULTANTS, Transamerica

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Administrative cost history3
2024$31,361 · 0.46%
2023$35,052 · 0.65%
2022$28,321 · 0.60%
Same employer
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Medi-Trans, Inc. FL$7.4M · 0.84%
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Cwu, Inc. FL$7.3M
Puzzle Solutions LLC FL$7.2M · 0.18%

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Source: U.S. Department of Labor, Form 5500 series, EIN 260659686 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.