Plan Ledger DOL Form 5500 · updated monthly

Eisman & Russo, Inc.401(k)

EISMAN & RUSSO, INC. 401(K) PROFIT SHARING PLAN · JACKSONVILLE, FL · plan year 2024

Reported admin expense ratio · 2024
0.12%

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

Eisman & Russo, Inc. reported $25,237 in plan administrative expenses for 2024: 0.12% of average plan assets, lower than ~75% of peers. Employer contributions averaged $3,624 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 0.07% to 0.12%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other professional & technical services employers. By assets it is the 970th-largest of 3,644 plans among Florida employers on file, and the 4,861st of 11,654 in professional & technical services. In 2024, employees put in $1.61 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$24,228,386
Participants with balances123
Active participants155
Employer contributions$561,756
Employee contributions$904,447
Employer contribution per active participant$3,624
Average account balance$196,979
Benefits paid to participants$423,056
Plan auditUnmodified (clean) audit opinion
AuditorSIMONIC, SIMONIC, RATNECHT & ASSOC
Plan history3
Yearassets · accounts · employer contribution
2024$24.2M · 123 accts · $562K emplr
2023$19.4M · 126 accts · $510K emplr
2022$16.0M · 129 accts · $505K emplr
The Eisman & Russo, Inc. 401(k) match · 2024
Employer contribution per active participant$3,624
Median for plans this size$2,416
2024$3,624 per active participant
2023$3,357 per active participant
2022$3,458 per active participant

Eisman & Russo, Inc.'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 · 20241
AMERICAN TRUST COMPANY · Recordkeeping · Consulting$25,237

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

Recordkeeper by year2
2024AMERICAN TRUST COMPANY
2023AMERICAN TRUST COMPANY

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

Administrative cost history3
2024$25,237 · 0.12%
2023$28,834 · 0.16%
2022$12,074 · 0.07%
Same employer
Similar plansProfessional & Technical Services · Florida
Paymaster, Inc. FL$24.7M · 0.86%
Dolphin Entertainment Inc FL$24.1M · 0.42%
Csi IT, LLC FL$24.1M · 0.33%

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Source: U.S. Department of Labor, Form 5500 series, EIN 592606484 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.