Plan Ledger DOL Form 5500 · updated monthly

Easter Seals of Southwest Florida403(b)

EASTER SEALS OF SOUTHWEST FLORIDA INC. 403(B) RETIREMENT PLAN · SARASOTA, FL · plan year 2024

Reported admin expense ratio · 2024
1.60%

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

Easter Seals of Southwest Florida reported $66,630 in plan administrative expenses for 2024: 1.60% of average plan assets, higher than ~90% of peers. Employer contributions averaged $1,614 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 3 years on file its reported administrative ratio has held roughly steady near 1.60%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other other services employers. By assets it is among the smaller plans on file in Florida (2,576th of 3,644), and 2,381st of 3,341 in other services. In 2024, employees put in $1.92 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$4,558,958
Participants with balances248
Active participants157
Employer contributions$253,322
Employee contributions$485,179
Employer contribution per active participant$1,614
Average account balance$18,383
Benefits paid to participants$313,963
Plan auditUnmodified (clean) audit opinion
AuditorCS&L CPAS P.A.
Plan history3
Yearassets · accounts · employer contribution
2024$4.6M · 248 accts · $253K emplr
2023$3.8M · 236 accts · $277K emplr
2022$2.7M · 225 accts · $240K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$66,630
Total administrative$66,630
Employer contributions to the Easter Seals of Southwest Florida plan · 2024
Employer contribution per active participant$1,614
Median for plans this size$1,313
2024$1,614 per active participant
2023$1,592 per active participant
2022$1,509 per active participant

Easter Seals of Southwest Florida'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 · 20242
VOYA RETIREMENT INSURANCE AND ANNUI · Investment advisory (participants)$60,370
CALDWELL TRUST COMPANYindirect comp

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$66,630 · 1.60%
2023$51,407 · 1.59%
2022$36,532 · 1.56%
Similar plansOther Services · Florida
Herd Enterprises, Inc. FL$4.9M · 0.77%
Commercial Jet, Inc. FL$4.5M · 0.04%
Right Way Plumbing Co. FL$4.5M · 0.66%

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Source: U.S. Department of Labor, Form 5500 series, EIN 590638490 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.