Plan Ledger DOL Form 5500 · updated monthly

Apalachee Center, Inc.Profit-sharing plan

APALACHEE CENTER, INC. RETIREMENT PLAN · TALLAHASSEE, FL · plan year 2024

Reported admin expense ratio · 2024
0.69%

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

Apalachee Center, Inc. reported $90,515 in plan administrative expenses for 2024: 0.69% of average plan assets, higher than ~90% of peers. Employer contributions averaged $3,771 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 rose from 0.58% to 0.69%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other health care & social assistance employers. By assets it is the 1,435th-largest of 3,644 plans among Florida employers on file, and the 4,702nd of 11,911 in health care & social assistance. active participation has grown from 282 to 321 since 2022.

Plan summary
Net assets, end of year$13,958,101
Participants with balances482
Active participants321
Employer contributions$1,210,446
Employee contributions—
Employer contribution per active participant$3,771
Average account balance$28,959
Benefits paid to participants$739,874
Plan auditDisclaimer of opinion
AuditorLAW REDD CRONA & MONROE P.A.
Plan history3
Yearassets · accounts · employer contribution
2024$14.0M · 482 accts · $1.2M emplr
2023$12.1M · 413 accts · $872K emplr
2022$10.7M · 446 accts · $886K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$32,513
Investment management$58,002
Total administrative$90,515
Employer contributions to the Apalachee Center, Inc. plan · 2024
Employer contribution per active participant$3,771
Median for plans this size$2,416
2024$3,771 per active participant
2023$3,018 per active participant
2022$3,142 per active participant

Apalachee Center, Inc.'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 · 20243
ASCENSUS LLC · Recordkeeping$41,224
ONE DIGITAL INVESTMENT ADVISORS · Accounting / audit$41,142
NEXTCAPITAL GROUP, INC.$8,149

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

Recordkeeper by year2
2024Ascensus
2023Ascensus

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

Administrative cost history3
2024$90,515 · 0.69%
2023$109,266 · 0.96%
2022$58,448 · 0.58%
Same employer
Similar plansHealth Care & Social Assistance · Florida
Avow Hospice Inc. FL$14.1M · 0.01%
Lensar, Inc. FL$14.1M · 0.07%
Patriot National Inc. FL$14.1M · 0.10%
Tower Imaging, LLC FL$13.8M · 0.02%
Summit Care II, Inc. FL$13.7M · 0.03%

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Source: U.S. Department of Labor, Form 5500 series, EIN 591162148 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.