Plan Ledger DOL Form 5500 · updated monthly

Bok Tower Garden, Inc.403(b)

BOK TOWER GARDEN, INC RETIREMENT PLAN · LAKE WALES, FL · plan year 2024

Reported admin expense ratio · 2024
0.44%

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

Bok Tower Garden, Inc. reported $27,186 in plan administrative expenses for 2024: 0.44% of average plan assets, below the peer median. Employer contributions averaged $4,729 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 0.26% to 0.44%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other arts, entertainment & recreation employers. By assets it is among the smaller plans on file in Florida (2,204th of 3,644), and 827th of 1,311 in arts, entertainment & recreation. In 2024, the employer put in $1.17 for every $1.00 employees contributed themselves; active participation has shrunk from 88 to 76 since 2022.

Plan summary
Net assets, end of year$6,705,961
Participants with balances165
Active participants76
Employer contributions$359,408
Employee contributions$306,120
Employer contribution per active participant$4,729
Average account balance$40,642
Benefits paid to participants$285,298
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$6.7M · 165 accts · $359K emplr
2023$5.7M · 153 accts · $117K emplr
2022$4.4M · 188 accts · $245K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$15,372
Total administrative$27,186
Employer contributions to the Bok Tower Garden, Inc. plan · 2024
Employer contribution per active participant$4,729
Median for plans this size$1,313
2024$4,729 per active participant
2023$1,457 per active participant
2022$2,779 per active participant

Bok Tower Garden, Inc.'s 2024 employer contribution ran above the $1,313 median for plans its size, placing it in the top quarter of its peers. 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

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$27,186 · 0.44%
2023$16,381 · 0.33%
2022$10,116 · 0.26%
Similar plansArts, Entertainment & Recreation · Florida
Tampa Bay Downs FL$7.3M · 0.47%
Williams Island Poa FL$7.0M · 0.71%
Godwins Gatorland, Inc. FL$6.2M · 0.07%

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Source: U.S. Department of Labor, Form 5500 series, EIN 231352009 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.