Plan Ledger DOL Form 5500 · updated monthly

Cuhaci & Peterson Architects, Engineers, Planners, Inc.401(k)

CUHACI & PETERSON ARCHITECTS, ENGINEERS, PLANNERS, INC. 401(K) PLAN · ORLANDO, FL · plan year 2024

Reported admin expense ratio · 2024
0.34%

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

Cuhaci & Peterson Architects, Engineers, Planners, Inc. reported $36,213 in plan administrative expenses for 2024: 0.34% of average plan assets, above the peer median. Employer contributions averaged $2,482 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 3 years on file its reported administrative ratio has held roughly steady near 0.34%. 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 1,623rd-largest of 3,644 plans among Florida employers on file, and 7,498th of 11,654 in professional & technical services. In 2024, employees put in $2.37 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$11,622,246
Participants with balances295
Active participants202
Employer contributions$501,360
Employee contributions$1,189,547
Employer contribution per active participant$2,482
Average account balance$39,397
Benefits paid to participants$1,055,257
Plan auditDisclaimer of opinion
AuditorERIN M PERDUE CPA LLC
Plan history3
Yearassets · accounts · employer contribution
2024$11.6M · 295 accts · $501K emplr
2023$9.5M · 272 accts · $433K emplr
2022$7.5M · 229 accts · $316K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$5,750
Investment management$1,278
Total administrative$36,213
The Cuhaci & Peterson Architects, Engineers, Planners, Inc. 401(k) match · 2024
Employer contribution per active participant$2,482
Median for plans this size$2,416
2024$2,482 per active participant
2023$2,005 per active participant
2022$1,461 per active participant

Cuhaci & Peterson Architects, Engineers, Planners, 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 · 20244
VOYA RETIREMENT INSURANCE AND ANNUI · Investment advisory (participants)$2,571
MARTIN, MARTIN, RANDALL & ASSOCIATE · Other servicesindirect comp
LPL FINANCIAL CORPORTATION · Investment advisory (plan)indirect comp
MORNINGSTAR · Investment advisory (plan)indirect 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$36,213 · 0.34%
2023$33,366 · 0.39%
2022$28,744 · 0.35%
Same employer
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Source: U.S. Department of Labor, Form 5500 series, EIN 593546788 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.