Plan Ledger DOL Form 5500 · updated monthly

Centerplace Health, Inc.401(k)

401K PROFIT-SHARING PLAN FOR EMPLOYEES OF CENTERPLACE HEALTH, INC. · SARASOTA, FL · plan year 2024

Reported admin expense ratio · 2024
0.10%

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

Centerplace Health, Inc. reported $2,330 in plan administrative expenses for 2024: 0.10% of average plan assets, lower than ~75% of peers. Employer contributions averaged $1,228 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 0.06% to 0.10%. 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 among the smaller plans on file in Florida (2,952nd of 3,644), and 9,513th of 11,911 in health care & social assistance. In 2024, employees put in $2.44 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$2,667,114
Participants with balances244
Active participants160
Employer contributions$196,527
Employee contributions$479,424
Employer contribution per active participant$1,228
Average account balance$10,931
Benefits paid to participants$563,719
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$2.7M · 244 accts · $197K emplr
2023$2.2M · 251 accts · $181K emplr
2022$1.4M · 199 accts · $157K emplr
The Centerplace Health, Inc. 401(k) match · 2024
Employer contribution per active participant$1,228
Median for plans this size$1,313
2024$1,228 per active participant
2023$720 per active participant
2022$887 per active participant

Centerplace Health, Inc.'s 2024 employer contribution ran below the $1,313 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 · 20241
MUTUAL OF AMERICA INVESTMENT CORP · Claims processing · Recordkeeping$3,467

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

Recordkeeper by year2
2024Mutual of America
2023Mutual of America

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$2,330 · 0.10%
2023$1,205 · 0.07%
2022$745 · 0.06%
Same employer
Similar plansHealth Care & Social Assistance · Florida
Sonata Health Care, LLC FL$2.8M · 0.76%
Retiring by Design FL$2.8M · 0.71%
Guardian Care, Inc. FL$2.6M · 0.02%
Neighbor to Family, Inc. FL$2.6M · 0.06%

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Source: U.S. Department of Labor, Form 5500 series, EIN 202779327 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.