Plan Ledger DOL Form 5500 · updated monthly

Child Care of Southwest Florida Inc.403(b)

403B THRIFT PLAN FOR CHILD CARE OF SOUTHWEST FLORIDA INC. · FT MYERS, FL · plan year 2023

Reported admin expense ratio · 2023
0.30%

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

Child Care of Southwest Florida Inc. reported $5,427 in plan administrative expenses for 2023: 0.30% of average plan assets, below the peer median. Employer contributions averaged $0 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 has held roughly steady near 0.30%. The plan sits in the $1M–$10M size bracket, benchmarked here against 22,307 comparable plans and shown alongside other health care & social assistance employers. By assets it is among the smaller plans on file in Florida (3,152nd of 3,644), and 10,188th of 11,911 in health care & social assistance.

Plan summary
Net assets, end of year$1,834,443
Participants with balances81
Active participants90
Employer contributions$0
Employee contributions$102,757
Employer contribution per active participant$0
Average account balance$22,647
Benefits paid to participants$204,234
Plan auditUnmodified (clean) audit opinion
Plan history2
Yearassets · accounts · employer contribution
2023$1.8M · 81 accts
2022$1.7M · 56 accts · $877 emplr
Administrative expenses, itemized · 2023
Recordkeeping & contract admin$5,427
Total administrative$5,427
Employer contributions to the Child Care of Southwest Florida Inc. plan · 2023
Employer contribution per active participant$0
Median for plans this size$1,308

Child Care of Southwest Florida Inc.'s 2023 employer contribution ran below the $1,308 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 2023 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20231
AMERICAN UNITED LIFE INSURANCE CO · Recordkeeping · Loan processing$254

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

Administrative cost history2
2023$5,427 · 0.30%
2022$5,302 · 0.31%
Similar plansHealth Care & Social Assistance · Florida
Community Supports, Inc. FL$1.9M · 0.14%
St. Mark Village, Inc. FL$1.8M · 1.17%

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Source: U.S. Department of Labor, Form 5500 series, EIN 596198583 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.