Plan Ledger DOL Form 5500 · updated monthly

Amikids, Inc.Money purchase plan

AMIKIDS, INC. MONEY PURCHASE PENSION PLAN · TAMPA, FL · plan year 2024

Reported admin expense ratio · 2024
0.44%

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

Amikids, Inc. reported $111,505 in plan administrative expenses for 2024: 0.44% of average plan assets, above the peer median. Employer contributions averaged $5,211 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 0.47% to 0.44%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other other services employers. By assets it is the 897th-largest of 3,644 plans among Florida employers on file, and the 811th of 3,341 in other services.

Plan summary
Net assets, end of year$26,822,934
Participants with balances426
Active participants316
Employer contributions$1,646,588
Employee contributions—
Employer contribution per active participant$5,211
Average account balance$62,965
Benefits paid to participants$1,737,237
Plan auditUnmodified (clean) audit opinion
AuditorCARR, RIGGS, AND INGRAM, LLC
Plan history3
Yearassets · accounts · employer contribution
2024$26.8M · 426 accts · $1.6M emplr
2023$24.3M · 438 accts · $1.6M emplr
2022$22.1M · 501 accts · $1.5M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$111,505
Total administrative$111,505
Employer contributions to the Amikids, Inc. plan · 2024
Employer contribution per active participant$5,211
Median for plans this size$2,416
2024$5,211 per active participant
2023$5,224 per active participant
2022$5,075 per active participant

Amikids, Inc.'s 2024 employer contribution ran above the $2,416 median for plans its size, placing it in the top quarter of its peers. 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 · 20245
ASPIRE FINANCIAL · Claims processing · Recordkeepingindirect comp
ASCENSUS · Recordkeepingindirect comp
CAPTRUST ADVISORS, LLC · Investment advisory (plan)indirect comp
CARR, RIGGS, INGRAM, LLC · Accounting / auditindirect comp
HILL, WARD & HENDERSON, P.A. · Legalindirect 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
2024ASPIRE FINANCIAL, Ascensus
2023ASPIRE FINANCIAL, Ascensus

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

Administrative cost history3
2024$111,505 · 0.44%
2023$75,861 · 0.33%
2022$99,879 · 0.47%
Same employer
Similar plansOther Services · Florida
All Points Logistics, LLC FL$32.3M · 0.56%
Florida Realtors FL$29.9M · 0.48%
Benihana National Corp. FL$26.8M · 1.47%
Softserve, Inc. FL$25.9M · 0.41%

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Source: U.S. Department of Labor, Form 5500 series, EIN 237440836 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.