Plan Ledger DOL Form 5500 · updated monthly

Cabot Citrus Opco LLC401(k)

CABOT CITRUS 401(K) RETIREMENT PLAN · BROOKSVILLE, FL · plan year 2024

Reported admin expense ratio · 2024
0.50%

Cabot Citrus Opco LLC reported $1,060 in plan administrative expenses for 2024: 0.50% of average plan assets, below the peer median. 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 under $1M size bracket, benchmarked here against 1,109 comparable plans and shown alongside other arts, entertainment & recreation employers. By assets it is among the smaller plans on file in Florida (3,575th of 3,644), and 1,292nd of 1,311 in arts, entertainment & recreation.

Plan summary
Net assets, end of year$213,682
Participants with balances176
Active participants180
Employer contributions—
Employee contributions$196,650
Employer contribution per active participant—
Average account balance$1,214
Benefits paid to participants$4,757
Plan auditUnmodified (clean) audit opinion
AuditorCOKER & COMPANY
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$1,060
Total administrative$1,060
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 · 20242
ADP, INC. · Recordkeeping$814
MMA SECURITIES, LLC · Recordkeeping · Trustee$246

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

Administrative cost history1
2024$1,060 · 0.50%
Same employer
Similar plansArts, Entertainment & Recreation · Florida
Pope Properties, Inc. FL$686K · 0.23%
Rrm-Clm Services, LLC AZ$269K · 0.12%
Elsewhere Group, Inc NY$252K · 2.44%

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Source: U.S. Department of Labor, Form 5500 series, EIN 873832153 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.