Plan Ledger DOL Form 5500 · updated monthly

Atp Professionals Inc.401(k)

ATP 401(K) PS PLAN & TRUST · JACKSONVILLE BEACH, FL · plan year 2024

Reported admin expense ratio · 2024
0.30%

Atp Professionals Inc. reported $15,471 in plan administrative expenses for 2024: 0.30% of average plan assets, below the peer median. 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 0.03% to 0.30%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other educational services employers. By assets it is among the smaller plans on file in Florida (2,265th of 3,644), and 2,395th of 3,091 in educational services.

Plan summary
Net assets, end of year$6,330,773
Participants with balances160
Active participants402
Employer contributions—
Employee contributions$1,029,711
Employer contribution per active participant—
Average account balance$39,567
Benefits paid to participants$180,289
Plan auditUnmodified (clean) audit opinion
AuditorPIVOT CPAS
Plan history2
Yearassets · accounts · employer contribution
2024$6.3M · 160 accts
2022$2.9M · 98 accts
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$2,956
Investment management$12,515
Total administrative$15,471
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
LPL FINANCIAL CORPORATION RPCP · Recordkeeping · Trustee$12,514
ADP, INC. · Loan processing · Recordkeeping$2,956
ADP BROKER-DEALER · Other servicesindirect comp

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

Administrative cost history2
2024$15,471 · 0.30%
2022$956 · 0.03%
Same employer
Similar plansEducational Services · Florida
The Geneva School FL$6.8M · 0.71%
All Saints Academy FL$5.7M · 0.00%

Why are you looking at this plan?

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Source: U.S. Department of Labor, Form 5500 series, EIN 274273249 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.