Plan Ledger DOL Form 5500 · updated monthly

Ceohr, Inc.401(k)

CEOHR, INC. RETIREMENT SAVINGS PLAN · SARASOTA, FL · plan year 2022

Reported admin expense ratio · 2022
1.04%

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

Ceohr, Inc. reported $70,916 in plan administrative expenses for 2022: 1.04% of average plan assets, higher than ~75% of peers. Employer contributions averaged $332 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.

The plan sits in the $1M–$10M size bracket, benchmarked here against 30,021 comparable plans and shown alongside other professional & technical services employers. By assets it is among the smaller plans on file in Florida (1,940th of 3,644), and 8,467th of 11,654 in professional & technical services. In 2022, employees put in $4.06 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$8,599,912
Participants with balances549
Active participants923
Employer contributions$306,736
Employee contributions$1,244,847
Employer contribution per active participant$332
Average account balance$15,665
Benefits paid to participants$681,214
Plan auditUnmodified (clean) audit opinion
AuditorWEINSTEIN ZUGMAN, LLC
Plan history2
Yearassets · accounts · employer contribution
2023$0 · $542K emplr
2022$8.6M · 549 accts · $307K emplr
Administrative expenses, itemized · 2022
Recordkeeping & contract admin$64,858
Investment management$6,058
Total administrative$70,916
The Ceohr, Inc. 401(k) match · 2022
Employer contribution per active participant$332
Median for plans this size$1,114

Ceohr, Inc.'s 2022 employer contribution ran below the $1,114 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 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history2
2023Not separately reported
2022$70,916 · 1.04%
Same employer
Similar plansProfessional & Technical Services · Florida
Merlin Law Group, PLLC FL$8.6M · 0.87%
Cvr Associates, Inc. FL$8.6M · 1.27%
Disti Corporation FL$8.6M · 0.61%
Rme Group Holding Company FL$8.6M · 0.60%
Microtechnologies LLC FL$8.5M · 0.44%
Actsoft Inc FL$8.5M · 0.53%

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Source: U.S. Department of Labor, Form 5500 series, EIN 822861313 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.