Dave Carter & Associates, Inc.ESOP

Dave Carter & Associates, Inc. reported $1,320 in plan administrative expenses for 2024: 0.01% 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.

Across the 4 years on file its reported administrative ratio fell from 0.010% to 0.009%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other wholesale trade employers. By assets it is the 1,201st-largest of 3,644 plans among Florida employers on file, and the 2,072nd of 4,246 in wholesale trade.