Plan Ledger DOL Form 5500 · updated monthly

Dean, Mead, Egerton, Bloodworth, Capouano & Bozarth, P.A.401(k)

401(K)/PROFIT SHARING PLAN FOR EMPLOYEES OF DEAN, MEAD, EGERTON, BLOODWORTH, CAPOUANO & BOZARTH, P.A. · ORLANDO, FL · plan year 2024

Reported admin expense ratio · 2024
0.03%

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

Dean, Mead, Egerton, Bloodworth, Capouano & Bozarth, P.A. reported $10,839 in plan administrative expenses for 2024: 0.03% of average plan assets, lower than ~75% of peers. Employer contributions averaged $13,597 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 0.11% to 0.03%. 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 731st-largest of 3,644 plans among Florida employers on file, and the 3,750th of 11,654 in professional & technical services. In 2024, the employer put in $1.21 for every $1.00 employees contributed themselves.

Plan summary
Net assets, end of year$34,326,826
Participants with balances99
Active participants102
Employer contributions$1,386,906
Employee contributions$1,150,290
Employer contribution per active participant$13,597
Average account balance$346,736
Benefits paid to participants$1,493,257
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$34.3M · 99 accts · $1.4M emplr
2023$28.6M · 123 accts · $1.9M emplr
2022$26.4M · 114 accts
Administrative expenses, itemized · 2024
Investment management$10,839
Total administrative$10,839
The Dean, Mead, Egerton, Bloodworth, Capouano & Bozarth, P.A. 401(k) match · 2024
Employer contribution per active participant$13,597
Median for plans this size$2,416
2024$13,597 per active participant
2023$18,990 per active participant

Dean, Mead, Egerton, Bloodworth, Capouano & Bozarth, P.A.'s 2024 employer contribution ran above the $2,416 median for plans its size, placing it in the top quarter of its peers. 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
T. ROWE PRICE RPS, INC. · Recordkeeping · Trusteeindirect 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
2024T. Rowe Price
2023T. Rowe Price

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

Administrative cost history3
2024$10,839 · 0.03%
2023$29,755 · 0.11%
2022$29,532 · 0.11%
Same employer
Similar plansProfessional & Technical Services · Florida
Cdr Maguire, Inc. FL$36.9M · 0.64%
Ball Janik LLP FL$36.6M · 0.00%
Agilis Group, Inc. FL$35.2M · 0.07%
Smtc Corporation FL$33.7M · 0.63%

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Source: U.S. Department of Labor, Form 5500 series, EIN 592049716 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.