Plan Ledger DOL Form 5500 · updated monthly

Easter Seals Florida, Inc.403(b)

EASTER SEALS FLORIDA, INC. 403(B) PLAN · WINTER PARK, FL · plan year 2024

Reported admin expense ratio · 2024
0.15%

Easter Seals Florida, Inc. reported $4,942 in plan administrative expenses for 2024: 0.15% 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 2 years on file its reported administrative ratio rose from 0.12% to 0.15%. 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 (2,782nd of 3,644), and 8,880th of 11,911 in health care & social assistance.

Plan summary
Net assets, end of year$3,543,819
Participants with balances115
Active participants343
Employer contributions—
Employee contributions$273,238
Employer contribution per active participant—
Average account balance$30,816
Benefits paid to participants$396,288
Plan auditUnmodified (clean) audit opinion
AuditorSCHAFER, TSCHOPP, WHITCOMB ET AL
Plan history3
Yearassets · accounts · employer contribution
2024$3.5M · 115 accts
2023$3.3M · 120 accts
2022$3.0M · 130 accts
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.

Administrative cost history3
2024$4,942 · 0.15%
2023$4,082 · 0.13%
2022$3,973 · 0.12%
Similar plansHealth Care & Social Assistance · Florida
Family Resources, Inc. FL$3.6M · 0.89%
Tdn Aso, LLC FL$3.6M · 0.69%

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Source: U.S. Department of Labor, Form 5500 series, EIN 590637848 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.