Plan Ledger DOL Form 5500 · updated monthly

Angelos Florida Properties, LLC401(k)

ANGELO'S FLORIDA PROPERTIES, LLC 401K PLAN · ST PETERSBURG, FL · plan year 2024

Reported admin expense ratio · 2024
2.21%

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

Angelos Florida Properties, LLC reported $17,704 in plan administrative expenses for 2024: 2.21% of average plan assets, above the peer median. Employer contributions averaged $3,026 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 under $1M size bracket, benchmarked here against 1,109 comparable plans and shown alongside other real estate & leasing employers. By assets it is among the smaller plans on file in Florida (3,470th of 3,644), and 2,017th of 2,096 in real estate & leasing. In 2024, employees put in $1.88 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$606,988
Participants with balances44
Active participants25
Employer contributions$75,654
Employee contributions$142,330
Employer contribution per active participant$3,026
Average account balance$13,795
Benefits paid to participants$594,801
Plan auditUnmodified (clean) audit opinion
AuditorCANTWELL CUMMINS MOFFATT & STU
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$6,241
Investment management$11,463
Total administrative$17,704
The Angelos Florida Properties, LLC 401(k) match · 2024
Employer contribution per active participant$3,026
Median for plans this size$540

Angelos Florida Properties, LLC's 2024 employer contribution ran above the $540 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 · 20241
ADP, INC. · Loan processing · Recordkeeping$17,704

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$17,704 · 2.21%
Similar plansReal Estate & Leasing · Florida
Dezer Development LLC FL$905K · 0.17%
Tzadik Properties, LLC FL$774K · 2.11%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 934148523 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.