Plan Ledger DOL Form 5500 · updated monthly

East Management Services, LP401(k)

EAST MANAGEMENT SERVICES 401(K) PLAN · BOCA RATON, FL · plan year 2024

Reported admin expense ratio · 2024
0.16%

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

East Management Services, LP reported $76,385 in plan administrative expenses for 2024: 0.16% of average plan assets, below the peer median. Employer contributions averaged $2,496 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 0.05% to 0.16%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other management of companies employers. By assets it is the 536th-largest of 3,644 plans among Florida employers on file, and the 279th of 786 in management of companies. In 2024, employees put in $1.95 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$49,779,145
Participants with balances564
Active participants461
Employer contributions$1,150,568
Employee contributions$2,238,810
Employer contribution per active participant$2,496
Average account balance$88,261
Benefits paid to participants$4,307,943
Plan auditUnmodified (clean) audit opinion
AuditorH2R CPA
Plan history3
Yearassets · accounts · employer contribution
2024$49.8M · 564 accts · $1.2M emplr
2023$44.1M · 545 accts · $1.2M emplr
2022$37.8M · 495 accts · $1.1M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$76,385
Total administrative$76,385
The East Management Services, LP 401(k) match · 2024
Employer contribution per active participant$2,496
Median for plans this size$2,416
2024$2,496 per active participant
2023$2,577 per active participant
2022$2,520 per active participant

East Management Services, LP's 2024 employer contribution ran above the $2,416 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 · 20244
UBS FINANCIAL SERVICES INC · Investment advisory (plan)$117,801
DUNBAR BENDER & ZAPF INC. · Contract administrator$33,853
EMPOWER ADVISORY GROUP, LLC · Investment management$26,662

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

Administrative cost history3
2024$76,385 · 0.16%
2023$72,805 · 0.18%
2022$19,590 · 0.05%
Similar plansManagement of Companies · Florida
Santafe Healthcare, Inc. FL$105.2M · 0.11%
Ares Holdings LLC FL$56.5M · 0.26%
Brph Companies, Inc. FL$55.9M · 0.54%
Diploma Holdings, Inc FL$46.8M · 0.23%

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Source: U.S. Department of Labor, Form 5500 series, EIN 274461439 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.