Plan Ledger DOL Form 5500 · updated monthly

Bbx Capital, Inc.401(k)

BBX CAPITAL, INC. 401(K) PLAN · FORT LAUDERDALE, FL · plan year 2024

Reported admin expense ratio · 2024
0.24%

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

Bbx Capital, Inc. reported $76,625 in plan administrative expenses for 2024: 0.24% of average plan assets, below the peer median. Employer contributions averaged $3,963 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 0.26% to 0.24%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other finance & insurance employers. By assets it is the 743rd-largest of 3,644 plans among Florida employers on file, and the 2,240th of 4,798 in finance & insurance. In 2024, employees put in $2.11 for every $1.00 the employer contributed; active participation has shrunk from 162 to 119 since 2022.

Plan summary
Net assets, end of year$33,645,529
Participants with balances344
Active participants119
Employer contributions$471,593
Employee contributions$995,504
Employer contribution per active participant$3,963
Average account balance$97,807
Benefits paid to participants$2,632,723
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$33.6M · 344 accts · $472K emplr
2023$30.8M · 388 accts · $562K emplr
2022$27.5M · 381 accts · $561K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$7,406
Investment management$69,219
Total administrative$76,625
The Bbx Capital, Inc. 401(k) match · 2024
Employer contribution per active participant$3,963
Median for plans this size$2,416
2024$3,963 per active participant
2023$4,044 per active participant
2022$3,461 per active participant

Bbx Capital, 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 · 20241
SCHWAB RETIREMENT PLAN SERVICES,INC · Recordkeeping · Investment advisory (participants)$76,625

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

Recordkeeper by year2
2024Charles Schwab
2023Charles Schwab

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

Administrative cost history3
2024$76,625 · 0.24%
2023$78,321 · 0.27%
2022$75,938 · 0.26%
Same employer
Similar plansFinance & Insurance · Florida
Johns Eastern Company, Inc. FL$37.0M · 0.26%
Banco Do Brasil FL$33.6M · 0.18%
Tampa Bay Banking Company FL$31.9M · 0.29%

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Source: U.S. Department of Labor, Form 5500 series, EIN 824669146 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.