Plan Ledger DOL Form 5500 · updated monthly

Coldesi, Inc.401(k)

COLDESI, INC. PROFIT SHARING PLAN · TAMPA, FL · plan year 2024

Reported admin expense ratio · 2024
0.08%

Coldesi, Inc. reported $3,855 in plan administrative expenses for 2024: 0.08% of average plan assets, lower than ~75% of peers. 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 wholesale trade employers. By assets it is among the smaller plans on file in Florida (2,459th of 3,644), and 3,612th of 4,246 in wholesale trade.

Plan summary
Net assets, end of year$5,161,154
Participants with balances116
Active participants107
Employer contributions—
Employee contributions$562,977
Employer contribution per active participant—
Average account balance$44,493
Benefits paid to participants$367,543
Plan auditUnmodified (clean) audit opinion
AuditorKELLY PARTNERS +FRS
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$3,855
Total administrative$3,855
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 · 20243
ADP, INC. · Loan processing · Recordkeeping$3,854
ADP BROKER-DEALER · Other servicesindirect comp
VOYA FINANCIAL ADVISORS INC · Other servicesindirect comp

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$3,855 · 0.08%
Similar plansWholesale Trade · Florida
Pacer Marine, Inc. FL$5.0M · 0.74%
Vertilux Limited FL$4.9M · 0.18%

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Source: U.S. Department of Labor, Form 5500 series, EIN 593589087 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.