Plan Ledger DOL Form 5500 · updated monthly

Camelot Community Care, Inc.401(k)

CAMELOT COMMUNITY CARE, INC. RETIREMENT PLAN · CLEARWATER, FL · plan year 2024

Reported admin expense ratio · 2024
1.47%

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

Camelot Community Care, Inc. reported $144,791 in plan administrative expenses for 2024: 1.47% of average plan assets, higher than ~90% of peers. Employer contributions averaged $133 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 3 years on file its reported administrative ratio has held roughly steady near 1.47%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other health care & social assistance employers. By assets it is the 1,705th-largest of 3,644 plans among Florida employers on file, and the 5,488th of 11,911 in health care & social assistance. In 2024, employees put in $12.53 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$10,754,341
Participants with balances1,183
Active participants1,069
Employer contributions$142,391
Employee contributions$1,783,686
Employer contribution per active participant$133
Average account balance$9,091
Benefits paid to participants$1,322,878
Plan auditUnmodified (clean) audit opinion
AuditorRIVERO, GORDIMER & COMPANY, P.A.
Plan history3
Yearassets · accounts · employer contribution
2024$10.8M · 1,183 accts · $142K emplr
2023$8.9M · 1,097 accts · $126K emplr
2022$6.7M · 828 accts · $87K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$61,213
Investment management$50,797
Total administrative$144,791
The Camelot Community Care, Inc. 401(k) match · 2024
Employer contribution per active participant$133
Median for plans this size$1,313
2024$133 per active participant
2023$117 per active participant
2022$89 per active participant

Camelot Community Care, Inc.'s 2024 employer contribution ran below the $1,313 median for plans its size, in the bottom 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 · 20244
MERRILL LYNCH PIERCE FENNER SMITH · Investment advisory (plan)$49,527
R.J.L. PENSION SERVICES, INC. · Contract administrator$47,071
EMPOWER ADVISORY GROUP, LLC · Investment management$1,270

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$144,791 · 1.47%
2023$106,541 · 1.37%
2022$103,483 · 1.43%
Similar plansHealth Care & Social Assistance · Florida
Pediatrics in Brevard, P.A. FL$10.9M · 0.54%
Galen Newco FL$10.8M · 1.18%
Florida Eye Clinic, P.A. FL$10.7M · 0.31%
Sunil Gupta, M.D., L.L.C. FL$10.7M · 0.33%
McR Health, Inc. FL$10.5M · 0.57%

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Source: U.S. Department of Labor, Form 5500 series, EIN 311659302 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.