Plan Ledger DOL Form 5500 · updated monthly

America II Group LLC401(k)

AMERICA II CORP. RETIREMENT SAVINGS PLAN · ST. PETERSBURG, FL · plan year 2024

Reported admin expense ratio · 2024
0.16%

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

America II Group LLC reported $63,283 in plan administrative expenses for 2024: 0.16% of average plan assets, below the peer median. Employer contributions averaged $2,714 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 0.25% to 0.16%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other wholesale trade employers. By assets it is the 626th-largest of 3,644 plans among Florida employers on file, and the 998th of 4,246 in wholesale trade. In 2024, employees put in $2.91 for every $1.00 the employer contributed; active participation has shrunk from 280 to 211 since 2022.

Plan summary
Net assets, end of year$41,337,915
Participants with balances287
Active participants211
Employer contributions$572,746
Employee contributions$1,664,419
Employer contribution per active participant$2,714
Average account balance$144,035
Benefits paid to participants$4,437,320
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$41.3M · 287 accts · $573K emplr
2023$38.4M · 330 accts · $693K emplr
2022$33.9M · 328 accts · $840K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$63,283
Total administrative$63,283
The America II Group LLC 401(k) match · 2024
Employer contribution per active participant$2,714
Median for plans this size$2,416
2024$2,714 per active participant
2023$2,566 per active participant
2022$3,000 per active participant

America II Group LLC's 2024 employer contribution ran above the $2,416 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
PRINCIPAL LIFE INSURANCE COMPANY · Contract administrator · Loan processing$68,964
WILSHIRE ADVISORS LLC · 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.

Administrative cost history3
2024$63,283 · 0.16%
2023$89,768 · 0.25%
2022$93,600 · 0.25%
Same employer
Similar plansWholesale Trade · Florida
McNichols Company FL$46.0M · 0.23%
Restaurant Services Inc FL$44.7M · 0.14%
Apotex Corp FL$40.3M · 0.20%
Evi Industries, Inc. FL$37.5M · 0.29%

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Source: U.S. Department of Labor, Form 5500 series, EIN 593270107 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.