Plan Ledger DOL Form 5500 · updated monthly

Earl Enterprises Corporate, LLC401(k)

EARL ENTERPRISES RETIREMENT SAVINGS PLAN · ORLANDO, FL · plan year 2024

Reported admin expense ratio · 2024
0.58%

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

Earl Enterprises Corporate, LLC reported $189,575 in plan administrative expenses for 2024: 0.58% of average plan assets, higher than ~75% of peers. Employer contributions averaged $155 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.

The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other accommodation & food services employers. By assets it is the 754th-largest of 3,644 plans among Florida employers on file, and the 186th of 2,240 in accommodation & food services. In 2024, employees put in $1.73 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$33,139,369
Participants with balances746
Active participants6,561
Employer contributions$1,017,687
Employee contributions$1,756,332
Employer contribution per active participant$155
Average account balance$44,423
Benefits paid to participants$4,799,026
Plan auditUnmodified (clean) audit opinion
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$77,532
Investment management$63,743
Audit (IQPA)$48,300
Total administrative$189,575
The Earl Enterprises Corporate, LLC 401(k) match · 2024
Employer contribution per active participant$155
Median for plans this size$2,416

Earl Enterprises Corporate, LLC's 2024 employer contribution ran below the $2,416 median for plans its size, in the bottom 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 · 20244
ADVUS FINANCIAL PARTNERS LLC · Investment advisory (plan)$55,174
CHERRY BEKAERT & HOLLAND, LLP$48,300
EMPOWER ADVISORY GROUP, LLC · Investment management$8,569

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

Administrative cost history1
2024$189,575 · 0.58%
Same employer
Similar plansAccommodation & Food Services · Florida
Ocean Reef Club, Inc. FL$38.4M · 0.44%
Pb Restaurants, LLC FL$32.2M · 0.51%
Sh Group Operations, LLC FL$28.2M · 0.37%

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Source: U.S. Department of Labor, Form 5500 series, EIN 933791655 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.