Plan Ledger DOL Form 5500 · updated monthly

Assistrx, Inc.401(k)

ASSISTRX, INC. 401(K) PROFIT SHARING PLAN AND TRUST · ORLANDO, FL · plan year 2024

Reported admin expense ratio · 2024
0.65%

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

Assistrx, Inc. reported $159,952 in plan administrative expenses for 2024: 0.65% of average plan assets, higher than ~90% of peers. Employer contributions averaged $1,390 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 1.05% to 0.65%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other professional & technical services employers. By assets it is the 844th-largest of 3,644 plans among Florida employers on file, and the 4,296th of 11,654 in professional & technical services. In 2024, employees put in $2.09 for every $1.00 the employer contributed; active participation has grown from 534 to 1,409 since 2022.

Plan summary
Net assets, end of year$28,868,572
Participants with balances828
Active participants1,409
Employer contributions$1,959,119
Employee contributions$4,090,961
Employer contribution per active participant$1,390
Average account balance$34,865
Benefits paid to participants$2,424,423
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$28.9M · 828 accts · $2.0M emplr
2023$20.4M · 561 accts · $1.5M emplr
2022$13.3M · 449 accts · $1.1M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$99,911
Investment management$60,041
Total administrative$159,952
The Assistrx, Inc. 401(k) match · 2024
Employer contribution per active participant$1,390
Median for plans this size$2,416
2024$1,390 per active participant
2023$1,639 per active participant
2022$2,117 per active participant

Assistrx, Inc.'s 2024 employer contribution ran below 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
ADP, INC. · Loan processing · Recordkeeping$60,433
RESOURCES INVESTMENT ADVISORS, INC. · Recordkeeping · Trustee$60,041

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

Recordkeeper by year2
2024ADP, RESOURCES INVESTMENT ADVISORS, INC.
2023ADP, RESOURCES INVESTMENT ADVISORS, INC.

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Administrative cost history3
2024$159,952 · 0.65%
2023$104,163 · 0.62%
2022$139,972 · 1.05%
Same employer
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Nextech Systems, LLC FL$30.3M · 0.33%
Sunrise Community, Inc. FL$29.9M · 0.63%
HR, Inc. dba Simple HR FL$29.0M · 0.40%
Voloridge, LLC FL$28.7M · 0.24%

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Source: U.S. Department of Labor, Form 5500 series, EIN 270770078 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.