Plan Ledger DOL Form 5500 · updated monthly

Disc Village, Inc.401(k)

401(K) PROFIT SHARING PLAN FOR DISC VILLAGE, INC. · TALLAHASSEE, FL · plan year 2024

Reported admin expense ratio · 2024
1.20%

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

Disc Village, Inc. reported $67,138 in plan administrative expenses for 2024: 1.20% of average plan assets, higher than ~75% of peers. Employer contributions averaged $1,876 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 0.83% to 1.20%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other health care & social assistance employers. By assets it is among the smaller plans on file in Florida (2,320th of 3,644), and 7,332nd of 11,911 in health care & social assistance. In 2024, employees put in $1.16 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$6,023,720
Participants with balances219
Active participants174
Employer contributions$326,385
Employee contributions$378,198
Employer contribution per active participant$1,876
Average account balance$27,506
Benefits paid to participants$473,397
Plan auditUnmodified (clean) audit opinion
AuditorTHOMAS HOWELL FERGUSON, P.A. CPAS
Plan history3
Yearassets · accounts · employer contribution
2024$6.0M · 219 accts · $326K emplr
2023$5.2M · 216 accts · $416K emplr
2022$4.3M · 147 accts · $188K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$56,138
Audit (IQPA)$11,000
Total administrative$67,138
The Disc Village, Inc. 401(k) match · 2024
Employer contribution per active participant$1,876
Median for plans this size$1,313
2024$1,876 per active participant
2023$2,168 per active participant
2022$1,162 per active participant

Disc Village, Inc.'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 · 20241
JOHN HANCOCK USA · Recordkeeping$5,568

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

Recordkeeper by year2
2024John Hancock
2023John Hancock

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

Administrative cost history3
2024$67,138 · 1.20%
2023$55,692 · 1.18%
2022$38,465 · 0.83%
Same employer
Similar plansHealth Care & Social Assistance · Florida
Opuscare Management LLC FL$6.1M · 0.14%
Revivehealth, Inc FL$6.1M · 0.36%
Jewish Community Services FL$6.0M · 0.52%
Arc Broward, Inc. FL$6.0M · 0.01%

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Source: U.S. Department of Labor, Form 5500 series, EIN 591491338 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.