Plan Ledger DOL Form 5500 · updated monthly

Citrus County Association401(k)

CITRUS COUNTY ASSOCIATION FOR RETARDED CITIZENS, INC. 401(K) PLAN · LECANTO, FL · plan year 2022

Reported admin expense ratio · 2022
1.10%

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

Citrus County Association reported $14,887 in plan administrative expenses for 2022: 1.10% of average plan assets, higher than ~75% of peers. 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.

The plan sits in the $1M–$10M size bracket, benchmarked here against 30,021 comparable plans and shown alongside other educational services employers. By assets it is among the smaller plans on file in Florida (3,308th of 3,644), and 2,951st of 3,091 in educational services.

Plan summary
Net assets, end of year$1,214,824
Participants with balances34
Active participants212
Employer contributions$0
Employee contributions$38,587
Employer contribution per active participant$0
Average account balance$35,730
Benefits paid to participants$127,063
Plan auditUnmodified (clean) audit opinion
The Citrus County Association 401(k) match · 2022
Employer contribution per active participant$0
Median for plans this size$1,114

Citrus County Association'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 history1
2022$14,887 · 1.10%
Same employer
Similar plansEducational Services · Florida
Alexander School, Inc. FL$1.5M · 0.81%
Guadalupe Center, Inc. FL$1.4M · 1.25%

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Source: U.S. Department of Labor, Form 5500 series, EIN 591154716 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.