Plan Ledger DOL Form 5500 · updated monthly

Elc of Duval401(k)

ELC OF DUVAL 401(K) PLAN · JACKSONVILLE, FL · plan year 2024

Reported admin expense ratio · 2024
0.45%

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

Elc of Duval reported $3,742 in plan administrative expenses for 2024: 0.45% of average plan assets, lower than ~75% of peers. Employer contributions averaged $1,862 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 under $1M size bracket, benchmarked here against 1,109 comparable plans and shown alongside other educational services employers. By assets it is among the smaller plans on file in Florida (3,408th of 3,644), and 2,998th of 3,091 in educational services. In 2024, employees put in $1.62 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$831,581
Participants with balances125
Active participants120
Employer contributions$223,417
Employee contributions$361,886
Employer contribution per active participant$1,862
Average account balance$6,653
Benefits paid to participants$248,117
Plan auditUnmodified (clean) audit opinion
AuditorMOSS KRUSICK AND ASSOCIATES
Administrative expenses, itemized · 2024
Investment management$3,742
Total administrative$3,742
The Elc of Duval 401(k) match · 2024
Employer contribution per active participant$1,862
Median for plans this size$540

Elc of Duval's 2024 employer contribution ran above the $540 median for plans its size, placing it in the top 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.

Administrative cost history1
2024$3,742 · 0.45%
Same employer
Similar plansEducational Services · Florida
American Youth Academy FL$834K · 0.05%
Avant Garde Academy, Inc. FL$509K · 0.72%
Kcc Employees, LLC FL$442K · 0.21%

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Source: U.S. Department of Labor, Form 5500 series, EIN 593688924 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.