Plan Ledger DOL Form 5500 · updated monthly

Endoscopy Center of Ocala, Inc.Profit-sharing plan

ENDOSCOPY CENTER OF OCALA, INC. 401(K) PROFIT SHARING PLAN · OCALA, FL · plan year 2024

Reported admin expense ratio · 2024
0.55%

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

Endoscopy Center of Ocala, Inc. reported $66,001 in plan administrative expenses for 2024: 0.55% of average plan assets, higher than ~75% of peers. Employer contributions averaged $8,159 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 0.38% to 0.55%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other health care & social assistance employers. By assets it is the 1,526th-largest of 3,644 plans among Florida employers on file, and the 4,981st of 11,911 in health care & social assistance. In 2024, the employer put in $4.89 for every $1.00 employees contributed themselves.

Plan summary
Net assets, end of year$12,697,006
Participants with balances138
Active participants105
Employer contributions$856,717
Employee contributions$175,246
Employer contribution per active participant$8,159
Average account balance$92,007
Benefits paid to participants$964,219
Plan auditUnmodified (clean) audit opinion
AuditorPURVIS, GRAY & COMPANY, LLP
Plan history3
Yearassets · accounts · employer contribution
2024$12.7M · 138 accts · $857K emplr
2023$11.1M · 135 accts · $816K emplr
2022$12.1M · 122 accts · $709K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$66,001
Total administrative$66,001
Employer contributions to the Endoscopy Center of Ocala, Inc. plan · 2024
Employer contribution per active participant$8,159
Median for plans this size$2,416
2024$8,159 per active participant
2023$7,842 per active participant
2022$7,016 per active participant

Endoscopy Center of Ocala, Inc.'s 2024 employer contribution ran above the $2,416 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.

Service providers · 20244
ONEDIGITAL INVESTMENT ADVISORS · Investment advisory (plan)$15,671
EMPOWER ADVISORY GROUP · Investment management$5,298
PENTEGRA RETIREMENT SERVICES · Contract administrator$1,100

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$66,001 · 0.55%
2023$53,103 · 0.46%
2022$52,367 · 0.38%
Similar plansHealth Care & Social Assistance · Florida
Embrace Families, Inc. FL$12.8M · 0.49%
The Chrysalis Center, Inc. FL$12.8M · 0.68%
Westminster Services, Inc. FL$12.5M · 0.77%
Pinnacle Home Care, Inc. FL$12.3M · 0.64%
Operation Par, Inc. FL$12.1M · 0.37%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 593088327 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.