Plan Ledger DOL Form 5500 · updated monthly

Anthology Inc.401(k)

ANTHOLOGY, INC. 401(K) PLAN · BOCA RATON, FL · plan year 2024

Reported admin expense ratio · 2024
0.09%

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

Anthology Inc. reported $240,278 in plan administrative expenses for 2024: 0.09% of average plan assets, above the peer median. Employer contributions averaged $2,754 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 has held roughly steady near 0.09%. The plan sits in the $250M–$1B size bracket, benchmarked here against 2,883 comparable plans and shown alongside other educational services employers. By assets it is the 137th-largest of 3,644 plans among Florida employers on file, and the 209th of 3,091 in educational services. In 2024, employees put in $3.90 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$270,103,738
Participants with balances2,045
Active participants1,097
Employer contributions$3,021,520
Employee contributions$11,780,591
Employer contribution per active participant$2,754
Average account balance$132,080
Benefits paid to participants$28,492,587
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$270.1M · 2,045 accts · $3.0M emplr
2023$244.5M · 2,348 accts · $3.0M emplr
2022$0 · $1.8M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$125,361
Audit (IQPA)$43,250
Total administrative$240,278
The Anthology Inc. 401(k) match · 2024
Employer contribution per active participant$2,754
Median for plans this size$4,294
2024$2,754 per active participant
2023$2,617 per active participant

Anthology Inc.'s 2024 employer contribution ran below the $4,294 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
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$125,361
CAPFINANCIAL PARTNERS LLC · Consulting · Investment advisory (plan)$45,000
FORVIS MAZARS, LLP · Accounting / audit$43,250
ISLER DARE, P.C. · Consulting · Legal$26,667

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$240,278 · 0.09%
2023$186,681 · 0.10%
2022Not separately reported
Same employer
Similar plansEducational Services · Florida
University of Miami FL$2.1B · 0.07%
Stetson University FL$262.3M · 0.07%
The University of Tampa FL$226.8M · 0.06%
Rollins College FL$218.4M · 0.19%

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Source: U.S. Department of Labor, Form 5500 series, EIN 650518155 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.