Plan Ledger DOL Form 5500 · updated monthly

Barron Collier Partnership401(k)

BARRON COLLIER PARTNERSHIP SAVINGS PLAN · NAPLES, FL · plan year 2024

Reported admin expense ratio · 2024
0.02%

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

Barron Collier Partnership reported $6,432 in plan administrative expenses for 2024: 0.02% of average plan assets, lower than ~75% of peers. Employer contributions averaged $3,027 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 0.019% to 0.020%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other agriculture, forestry & fishing employers. By assets it is the 748th-largest of 3,644 plans among Florida employers on file, and the 146th of 945 in agriculture, forestry & fishing. In 2024, employees put in $2.73 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$33,339,376
Participants with balances212
Active participants158
Employer contributions$478,260
Employee contributions$1,306,811
Employer contribution per active participant$3,027
Average account balance$157,261
Benefits paid to participants$3,285,051
Plan auditUnmodified (clean) audit opinion
AuditorHSC/TUSCAN & COMPANY, PA
Plan history3
Yearassets · accounts · employer contribution
2024$33.3M · 212 accts · $478K emplr
2023$30.5M · 210 accts · $466K emplr
2022$26.5M · 192 accts · $392K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$6,432
Total administrative$6,432
The Barron Collier Partnership 401(k) match · 2024
Employer contribution per active participant$3,027
Median for plans this size$2,416
2024$3,027 per active participant
2023$2,858 per active participant
2022$2,725 per active participant

Barron Collier Partnership'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 · 20244
PRINCIPAL LIFE INSURANCE COMPANY · Contract administrator · Loan processing$6,431
PRINCIPAL SECURITIES, INC · Other servicesindirect comp
MORNINGSTAR INVESTMENT MANAGEMENT L · Investment advisory (participants)indirect comp
WILSHIRE ADVISORS LLC · Investment advisory (plan)indirect 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$6,432 · 0.02%
2023$5,328 · 0.02%
2022$5,713 · 0.02%
Same employer
Similar plansAgriculture, Forestry & Fishing · Florida
Citrus World, Inc. FL$83.5M · 0.32%
Costa Farms, LLC FL$41.2M · 0.31%
Ben Hill Griffin, Inc. FL$34.3M · 0.30%
Lfc Enterprises LLC FL$27.9M · 0.36%
Naturipe Farms, LLC. FL$25.1M · 0.28%
Wedgworth Farms Inc FL$24.6M · 0.06%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 650247894 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.