Plan Ledger DOL Form 5500 · updated monthly

Clarity Healthcare Solutions, LLC401(k)

BRUNDAGE GROUP 401(K) SAVINGS PLAN · TAMPA, FL · plan year 2024

Reported admin expense ratio · 2024
0.76%

Clarity Healthcare Solutions, LLC reported $15,707 in plan administrative expenses for 2024: 0.76% of average plan assets, above the peer median. 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 fell from 4.92% to 0.76%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other professional & technical services employers. By assets it is among the smaller plans on file in Florida (3,013th of 3,644), and 10,736th of 11,654 in professional & technical services. active participation has grown from 195 to 241 since 2022.

Plan summary
Net assets, end of year$2,422,111
Participants with balances186
Active participants241
Employer contributions—
Employee contributions$419,062
Employer contribution per active participant—
Average account balance$13,022
Benefits paid to participants$488,065
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$2.4M · 186 accts
2023$1.7M · 219 accts
2022$855K · 221 accts
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$15,707
Total administrative$15,707
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
SAGEVIEW ADVISORY GROUP · Investment advisory (participants)$13,221

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

Administrative cost history3
2024$15,707 · 0.76%
2023$30,301 · 2.36%
2022$23,878 · 4.92%
Same employer
Similar plansProfessional & Technical Services · Florida
Sitero LLC FL$2.5M · 0.41%
Florida West Coast, Inc. FL$2.5M · 1.27%
Sucro Can Sourcing LLC FL$2.5M · 1.42%
American Vision Group LLC FL$2.4M · 0.26%
Cemi International, Inc. FL$2.3M · 0.09%

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Source: U.S. Department of Labor, Form 5500 series, EIN 833333810 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.