Plan Ledger DOL Form 5500 · updated monthly

Bill Edwards Group, LLC401(k)

THE EDWARDS GROUP 401(K) MULTIPLE EMPLOYER PLAN · ST. PETERSBURG, FL · plan year 2022

Reported admin expense ratio · 2022
0.12%

Bill Edwards Group, LLC reported $3,625 in plan administrative expenses for 2022: 0.12% of average plan assets, lower than ~75% of peers. 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.

The plan sits in the $1M–$10M size bracket, benchmarked here against 30,021 comparable plans and shown alongside other finance & insurance employers. By assets it is among the smaller plans on file in Florida (2,934th of 3,644), and 4,603rd of 4,798 in finance & insurance.

Plan summary
Net assets, end of year$2,763,682
Participants with balances58
Active participants110
Employer contributions—
Employee contributions$106,807
Employer contribution per active participant—
Average account balance$47,650
Benefits paid to participants$53,083
Plan auditUnmodified (clean) audit opinion
Administrative expenses, itemized · 2022
Professional / advisory$3,625
Total administrative$3,625
What these fees cost you

Annual cost at the plan's reported 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history1
2022$3,625 · 0.12%
Similar plansFinance & Insurance · Florida
Advocate Health,Llc FL$3.1M · 0.21%
United Tranzactions, LLC FL$3.1M · 0.17%
Marpai Inc FL$2.5M · 0.66%

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Source: U.S. Department of Labor, Form 5500 series, EIN 453538847 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.