Plan Ledger DOL Form 5500 · updated monthly

Butler Weihmuller Katz Craig, LLP401(k)

BUTLER WEIHMULLER KATZ CRAIG LLP RETIREMENT SAVINGS PLAN · TAMPA, FL · plan year 2024

Reported admin expense ratio · 2024
0.14%

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

Butler Weihmuller Katz Craig, LLP reported $101,625 in plan administrative expenses for 2024: 0.14% of average plan assets, above the peer median. Employer contributions averaged $5,628 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 1 year on file its reported administrative ratio rose from 0.09% to 0.14%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other professional & technical services employers. By assets it is the 409th-largest of 3,644 plans among Florida employers on file, and the 1,963rd of 11,654 in professional & technical services. In 2024, employees put in $1.78 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$73,860,760
Participants with balances449
Active participants306
Employer contributions$1,722,186
Employee contributions$3,070,585
Employer contribution per active participant$5,628
Average account balance$164,501
Benefits paid to participants$12,622,747
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$73.9M · 449 accts · $1.7M emplr
2023$71.4M · 442 accts · $1.6M emplr
2022$60.2M · 425 accts · $1.4M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$101,625
Total administrative$101,625
The Butler Weihmuller Katz Craig, LLP 401(k) match · 2024
Employer contribution per active participant$5,628
Median for plans this size$3,635
2024$5,628 per active participant
2023$5,000 per active participant
2022$4,955 per active participant

Butler Weihmuller Katz Craig, LLP's 2024 employer contribution ran above the $3,635 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 · 20243
PRINCIPAL LIFE INSURANCE COMPANY · Contract administrator$159,009
SOUTHERN PENSION SERVICES · Contract administrator · Other services$7,433
CAPFINANCIAL PARTNERS, 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$101,625 · 0.14%
2023$56,879 · 0.09%
2022Not separately reported
Same employer
Similar plansProfessional & Technical Services · Florida
Kubicki Draper, P.A. FL$71.6M · 0.24%
Aerodyne Industries LLC FL$70.1M · 0.50%

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Source: U.S. Department of Labor, Form 5500 series, EIN 592328807 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.