Plan Ledger DOL Form 5500 · updated monthly

Alcanza Clinical Research, LLC401(k)

ALCANZA CLINICAL RESEARCH, LLC 401(K) PLAN · LAKE MARY, FL · plan year 2024

Reported admin expense ratio · 2024
0.85%

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

Alcanza Clinical Research, LLC reported $48,436 in plan administrative expenses for 2024: 0.85% of average plan assets, higher than ~75% of peers. Employer contributions averaged $1,184 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.

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 (1,997th of 3,644), and 8,626th of 11,654 in professional & technical services. In 2024, employees put in $2.24 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$8,164,871
Participants with balances399
Active participants596
Employer contributions$705,693
Employee contributions$1,579,966
Employer contribution per active participant$1,184
Average account balance$20,463
Benefits paid to participants$1,169,869
Plan auditUnmodified (clean) audit opinion
AuditorSMITH & HOWARD,PC
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$48,436
Total administrative$48,436
The Alcanza Clinical Research, LLC 401(k) match · 2024
Employer contribution per active participant$1,184
Median for plans this size$1,313

Alcanza Clinical Research, LLC'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 · 20244
ONEDIGITAL INVESTMENT ADVISORS · Investment advisory (plan)$17,843
EMPOWER ADVISORY GROUP, LLC · Investment management$7,943
MARQUIS PENSION LLC · Contract administratorindirect comp

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

Administrative cost history1
2024$48,436 · 0.85%
Same employer
Similar plansProfessional & Technical Services · Florida
The Rockhill Group, Inc. FL$8.4M · 0.25%
C.A.P. Government, Inc. FL$7.7M · 0.58%

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Source: U.S. Department of Labor, Form 5500 series, EIN 873867885 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.