Plan Ledger DOL Form 5500 · updated monthly

Children's Forum, Inc.401(k)

403(B) THRIFT PLAN OF CHILDREN'S FORUM, INC. · TALLAHASSEE, FL · plan year 2024

Reported admin expense ratio · 2024
0.02%

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

Children's Forum, Inc. reported $747 in plan administrative expenses for 2024: 0.02% of average plan assets, lower than ~75% of peers. Employer contributions averaged $1,819 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 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 (2,550th of 3,644), and 8,077th of 11,911 in health care & social assistance. In 2024, employees put in $1.31 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$4,700,808
Participants with balances127
Active participants97
Employer contributions$176,428
Employee contributions$230,734
Employer contribution per active participant$1,819
Average account balance$37,014
Benefits paid to participants$44,826
Plan auditUnmodified (clean) audit opinion
The Children's Forum, Inc. 401(k) match · 2024
Employer contribution per active participant$1,819
Median for plans this size$1,313

Children's Forum, Inc.'s 2024 employer contribution ran above 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$1,098

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

Administrative cost history1
2024$747 · 0.02%
Similar plansHealth Care & Social Assistance · Florida
Tomoka Eye Associates PA FL$4.9M · 0.76%
Chapman Partnership FL$4.8M · 0.41%
The Lord's Place, Inc. FL$4.7M · 0.04%

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Source: U.S. Department of Labor, Form 5500 series, EIN 650165007 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.