Plan Ledger DOL Form 5500 · updated monthly

Central Florida Pulmonary Group, P.A.401(k)

401K/PSP & TRUST FOR EMPLOYEES OF CENTRAL FLORIDA PULMONARY GROUP, PA · ORLANDO, FL · plan year 2024

Reported admin expense ratio · 2024
0.55%

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

Central Florida Pulmonary Group, P.A. reported $108,257 in plan administrative expenses for 2024: 0.55% of average plan assets, higher than ~75% of peers. Employer contributions averaged $1,588 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 0.47% to 0.55%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other health care & social assistance employers. By assets it is the 1,125th-largest of 3,644 plans among Florida employers on file, and the 3,714th of 11,911 in health care & social assistance. In 2024, employees put in $2.72 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$19,845,185
Participants with balances141
Active participants101
Employer contributions$160,419
Employee contributions$435,761
Employer contribution per active participant$1,588
Average account balance$140,746
Benefits paid to participants$2,808,955
Plan auditUnmodified (clean) audit opinion
AuditorSAS ASSURANCE
Plan history3
Yearassets · accounts · employer contribution
2024$19.8M · 141 accts · $160K emplr
2023$19.8M · 154 accts · $718K emplr
2022$18.1M · 149 accts · $691K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$94,359
Investment management$13,898
Total administrative$108,257
The Central Florida Pulmonary Group, P.A. 401(k) match · 2024
Employer contribution per active participant$1,588
Median for plans this size$2,416
2024$1,588 per active participant
2023$7,257 per active participant
2022$6,397 per active participant

Central Florida Pulmonary Group, P.A.'s 2024 employer contribution ran below the $2,416 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 · 20242
JOHN HANCOCK LIFE INSURANCE COMPANY · Recordkeeping · Investment management$918
WILSHIRE ASSOCIATES INC (USA) · Investment advisory (participants)$3,767

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

Recordkeeper by year2
2024John Hancock
2023John Hancock

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

Administrative cost history3
2024$108,257 · 0.55%
2023$96,218 · 0.51%
2022$92,571 · 0.47%
Same employer
Similar plansHealth Care & Social Assistance · Florida
Monte Nido & Affiliates FL$20.3M · 0.75%
Magruder Eye Institute FL$20.2M · 0.26%
Femg Holdings, LLC FL$20.1M · 0.55%

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Source: U.S. Department of Labor, Form 5500 series, EIN 591760017 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.