Plan Ledger DOL Form 5500 · updated monthly

Clark, Partington, Hart, Larry, Bond & Stackhouse, P.A401(k)

CLARK, PARTINGTON, HART & HART EMPLOYEES PROFIT SHARING PLAN & TRUST · PENSACOLA, FL · plan year 2024

Reported admin expense ratio · 2024
0.25%

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

Clark, Partington, Hart, Larry, Bond & Stackhouse, P.A reported $69,984 in plan administrative expenses for 2024: 0.25% of average plan assets, below the peer median. Employer contributions averaged $13,088 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 fell from 0.33% to 0.25%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other professional & technical services employers. By assets it is the 837th-largest of 3,644 plans among Florida employers on file, and the 4,264th of 11,654 in professional & technical services. In 2024, the employer put in $1.99 for every $1.00 employees contributed themselves.

Plan summary
Net assets, end of year$29,222,043
Participants with balances105
Active participants81
Employer contributions$1,060,132
Employee contributions$533,827
Employer contribution per active participant$13,088
Average account balance$278,305
Benefits paid to participants$1,981,804
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$29.2M · 105 accts · $1.1M emplr
2023$25.8M · 122 accts · $897K emplr
2022$23.3M · 110 accts
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$69,134
Total administrative$69,984
The Clark, Partington, Hart, Larry, Bond & Stackhouse, P.A 401(k) match · 2024
Employer contribution per active participant$13,088
Median for plans this size$2,416
2024$13,088 per active participant
2023$11,965 per active participant

Clark, Partington, Hart, Larry, Bond & Stackhouse, P.A's 2024 employer contribution ran above the $2,416 median for plans its size, placing it in the top 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 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20242
ADVUS FINANCIAL PARTNERS, LLCindirect comp

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$69,984 · 0.25%
2023$59,158 · 0.24%
2022$84,983 · 0.33%
Similar plansProfessional & Technical Services · Florida
Cph Consulting, LLC FL$31.5M · 0.19%
Nextech Systems, LLC FL$30.3M · 0.33%
Sunrise Community, Inc. FL$29.9M · 0.63%
HR, Inc. dba Simple HR FL$29.0M · 0.40%
Assistrx, Inc. FL$28.9M · 0.65%

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Source: U.S. Department of Labor, Form 5500 series, EIN 591564790 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.