Plan Ledger DOL Form 5500 · updated monthly

Community Legal Services of Mid-Florida, Inc.403(b)

COMMUNITY LEGAL SERVICES OF MID-FLORIDA RETIREMENT PLAN · ORLANDO, FL · plan year 2024

Reported admin expense ratio · 2024
0.12%

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

Community Legal Services of Mid-Florida, Inc. reported $7,355 in plan administrative expenses for 2024: 0.12% of average plan assets, lower than ~75% of peers. Employer contributions averaged $2,014 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 0.42% to 0.12%. 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 (2,226th of 3,644), and 9,171st of 11,654 in professional & technical services. In 2024, employees put in $1.64 for every $1.00 the employer contributed; active participation has grown from 115 to 155 since 2022.

Plan summary
Net assets, end of year$6,581,930
Participants with balances218
Active participants155
Employer contributions$312,206
Employee contributions$512,086
Employer contribution per active participant$2,014
Average account balance$30,192
Benefits paid to participants$477,866
Plan auditDisclaimer of opinion
Plan history3
Yearassets · accounts · employer contribution
2024$6.6M · 218 accts · $312K emplr
2023$5.6M · 188 accts · $277K emplr
2022$4.5M · 204 accts · $249K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$7,355
Total administrative$7,355
Employer contributions to the Community Legal Services of Mid-Florida, Inc. plan · 2024
Employer contribution per active participant$2,014
Median for plans this size$1,313
2024$2,014 per active participant
2023$1,870 per active participant
2022$2,164 per active participant

Community Legal Services of Mid-Florida, 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 SEC. CORP LLC · Loan processing · Other servicesindirect comp

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

Recordkeeper by year2
2024Mutual of America
2023Mutual of America, OneAmerica

This plan has changed recordkeepers within these filings. If you left Community Legal Services of Mid-Florida, Inc. before a switch, your account may sit at the earlier firm or in a rollover IRA. Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$7,355 · 0.12%
2023$4,178 · 0.08%
2022$20,328 · 0.42%
Same employer
Similar plansProfessional & Technical Services · Florida
Panther Software, LLC FL$6.8M · 0.04%
Starlims Corporation FL$6.7M · 0.06%
Kore.Ai, Inc FL$6.5M · 0.14%
Esquire Law LLC FL$6.5M · 0.63%

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Source: U.S. Department of Labor, Form 5500 series, EIN 591156260 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.