Plan Ledger DOL Form 5500 · updated monthly

Continental Shelf Associates, Inc.401(k)

CONTINENTAL SHELF ASSOCIATES 401(K) PLAN · STUART, FL · plan year 2024

Reported admin expense ratio · 2024
0.05%

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

Continental Shelf Associates, Inc. reported $8,491 in plan administrative expenses for 2024: 0.05% of average plan assets, lower than ~75% of peers. Employer contributions averaged $2,490 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 rose from 0.03% to 0.05%. 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 1,116th-largest of 3,644 plans among Florida employers on file, and the 5,542nd of 11,654 in professional & technical services. In 2024, employees put in $3.27 for every $1.00 the employer contributed; active participation has grown from 106 to 145 since 2022.

Plan summary
Net assets, end of year$20,011,881
Participants with balances136
Active participants145
Employer contributions$361,000
Employee contributions$1,181,953
Employer contribution per active participant$2,490
Average account balance$147,146
Benefits paid to participants$2,148,685
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$20.0M · 136 accts · $361K emplr
2023$17.4M · 128 accts · $276K emplr
2022$14.0M · 119 accts · $259K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$3,031
Investment management$5,460
Total administrative$8,491
The Continental Shelf Associates, Inc. 401(k) match · 2024
Employer contribution per active participant$2,490
Median for plans this size$2,416
2024$2,490 per active participant
2023$2,423 per active participant
2022$2,447 per active participant

Continental Shelf Associates, Inc.'s 2024 employer contribution ran above the $2,416 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 · 20242
STRATEGIC ADVISORS, INC. · Investment advisory (plan)$5,460
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$3,031

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$8,491 · 0.05%
2023$6,975 · 0.04%
2022$5,191 · 0.03%
Same employer
Similar plansProfessional & Technical Services · Florida
Kelley Kronenberg, P.A. FL$20.1M · 0.41%
Velocity Solutions, LLC FL$19.8M · 0.08%
Avairpros Services, Inc FL$19.7M · 0.43%

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Source: U.S. Department of Labor, Form 5500 series, EIN 640508505 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.