Plan Ledger DOL Form 5500 · updated monthly

Arbitration Forums, Inc.401(k)

ARBITRATION FORUMS, INC. 401K PROFIT SHARING PLAN · TAMPA, FL · plan year 2024

Reported admin expense ratio · 2024
0.03%

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

Arbitration Forums, Inc. reported $16,388 in plan administrative expenses for 2024: 0.03% of average plan assets, lower than ~75% of peers. Employer contributions averaged $11,475 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 0.08% to 0.03%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other finance & insurance employers. By assets it is the 433rd-largest of 3,644 plans among Florida employers on file, and the 1,311th of 4,798 in finance & insurance. In 2024, employees put in $1.09 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$68,836,505
Participants with balances235
Active participants192
Employer contributions$2,203,161
Employee contributions$2,403,677
Employer contribution per active participant$11,475
Average account balance$292,921
Benefits paid to participants$3,291,305
Plan auditUnmodified (clean) audit opinion
AuditorTHOMAS HOWELL FERGUSON P.A.
Plan history3
Yearassets · accounts · employer contribution
2024$68.8M · 235 accts · $2.2M emplr
2023$57.5M · 230 accts · $2.2M emplr
2022$46.0M · 224 accts · $2.1M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$16,388
Total administrative$16,388
The Arbitration Forums, Inc. 401(k) match · 2024
Employer contribution per active participant$11,475
Median for plans this size$3,635
2024$11,475 per active participant
2023$11,710 per active participant
2022$11,347 per active participant

Arbitration Forums, Inc.'s 2024 employer contribution ran above the $3,635 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
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processingindirect 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$16,388 · 0.03%
2023$34,496 · 0.07%
2022$40,887 · 0.08%
Same employer
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Fmsbonds, Inc. FL$63.4M · 0.00%
Dual North America, Inc. FL$63.1M · 0.16%
Gte Federal Credit Union FL$61.3M · 0.55%
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Source: U.S. Department of Labor, Form 5500 series, EIN 133095444 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.