Plan Ledger DOL Form 5500 · updated monthly

Central Florida Investments, Inc.401(k)

CENTRAL FLORIDA INVESTMENTS, INC. 401(K) SAVINGS AND RETIREMENT PLAN · ORLANDO, FL · plan year 2024

Reported admin expense ratio · 2024
0.46%

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

Central Florida Investments, Inc. reported $773,574 in plan administrative expenses for 2024: 0.46% of average plan assets, higher than ~90% of peers. Employer contributions averaged $1,313 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 0.46%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other real estate & leasing employers. By assets it is the 205th-largest of 3,644 plans among Florida employers on file, and the 68th of 2,096 in real estate & leasing. In 2024, employees put in $2.44 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$176,861,116
Participants with balances8,186
Active participants5,266
Employer contributions$6,911,819
Employee contributions$16,868,008
Employer contribution per active participant$1,313
Average account balance$21,605
Benefits paid to participants$29,601,705
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$176.9M · 8,186 accts · $6.9M emplr
2023$161.7M · 7,947 accts · $10.8M emplr
2022$126.7M · 7,309 accts · $9.6M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$732,197
Audit (IQPA)$32,136
Total administrative$773,574
The Central Florida Investments, Inc. 401(k) match · 2024
Employer contribution per active participant$1,313
Median for plans this size$3,635
2024$1,313 per active participant
2023$1,840 per active participant
2022$1,798 per active participant

Central Florida Investments, Inc.'s 2024 employer contribution ran below the $3,635 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
TRANSAMERICA RETIREMENT SOLUTIONS · Claims processing · Recordkeeping$732,197
WITHUM, SMITH & BROWN, PC · Accounting / audit$32,136
GROOM LAW GROUP · Legal$9,241
NATIONAL FINANCIAL SERVICES · Securities brokerageindirect comp

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

Recordkeeper by year2
2024Transamerica
2023Transamerica

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

Administrative cost history3
2024$773,574 · 0.46%
2023$730,298 · 0.51%
2022$604,443 · 0.45%
Same employer
Similar plansReal Estate & Leasing · Florida
Herc Rentals, Inc. FL$487.5M · 0.02%
Rpc, Inc. FL$326.1M · 0.09%
Regency Centers FL$191.3M · 0.08%
Lnr Property LLC FL$116.6M · 0.05%
Dream Finders Homes, LLC FL$98.2M · 0.34%

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Source: U.S. Department of Labor, Form 5500 series, EIN 591454503 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.