Plan Ledger DOL Form 5500 · updated monthly

Currency Exchange International401(k)

CURRENCY EXCHANGE INTERNATIONAL 401(K) P/S PLAN · ORLANDO, FL · plan year 2024

Reported admin expense ratio · 2024
0.42%

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

Currency Exchange International reported $38,892 in plan administrative expenses for 2024: 0.42% of average plan assets, below the peer median. Employer contributions averaged $2,197 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 0.42%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other finance & insurance employers. By assets it is the 1,777th-largest of 3,644 plans among Florida employers on file, and 3,983rd of 4,798 in finance & insurance. In 2024, employees put in $1.40 for every $1.00 the employer contributed; active participation has grown from 232 to 289 since 2022.

Plan summary
Net assets, end of year$9,999,246
Participants with balances175
Active participants289
Employer contributions$634,876
Employee contributions$889,087
Employer contribution per active participant$2,197
Average account balance$57,139
Benefits paid to participants$1,271,890
Plan auditUnmodified (clean) audit opinion
AuditorPRIDA GUIDA & PEREZ P.A.
Plan history3
Yearassets · accounts · employer contribution
2024$10.0M · 175 accts · $635K emplr
2023$8.4M · 164 accts · $550K emplr
2022$5.9M · 135 accts · $307K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$10,653
Investment management$28,239
Total administrative$38,892
The Currency Exchange International 401(k) match · 2024
Employer contribution per active participant$2,197
Median for plans this size$1,313
2024$2,197 per active participant
2023$1,911 per active participant
2022$1,322 per active participant

Currency Exchange International'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 · 20242
ASCENSUS LLC · Loan processing · Recordkeeping$10,653
SHAREBUILDER ADVISOR LLC · Investment advisory (plan)$30,737

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

Recordkeeper by year2
2024Ascensus
2023Ascensus

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$38,892 · 0.42%
2023$33,735 · 0.47%
2022$28,194 · 0.44%
Same employer
Similar plansFinance & Insurance · Florida
Archwell Essentials FL$10.2M · 0.13%
Intermex Wire Transfer, LLC FL$10.1M · 0.32%
Professional Bank FL$10.0M · 0.55%
Grove Bank & Trust FL$9.6M · 0.68%

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Source: U.S. Department of Labor, Form 5500 series, EIN 261126442 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.