Plan Ledger DOL Form 5500 · updated monthly

England, Thims & Miller, Inc.401(k)

ENGLAND, THIMS & MILLER, INC. 401(K) PLAN · JACKSONVILLE, FL · plan year 2024

Reported admin expense ratio · 2024
0.15%

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

England, Thims & Miller, Inc. reported $75,262 in plan administrative expenses for 2024: 0.15% of average plan assets, above the peer median. Employer contributions averaged $2,606 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 0.10% to 0.15%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other professional & technical services employers. By assets it is the 508th-largest of 3,644 plans among Florida employers on file, and the 2,554th of 11,654 in professional & technical services. In 2024, employees put in $2.89 for every $1.00 the employer contributed; active participation has grown from 282 to 334 since 2022.

Plan summary
Net assets, end of year$55,460,077
Participants with balances420
Active participants334
Employer contributions$870,250
Employee contributions$2,512,027
Employer contribution per active participant$2,606
Average account balance$132,048
Benefits paid to participants$2,900,365
Plan auditUnmodified (clean) audit opinion
AuditorENNIS PELLUM & ASSOCIATES, CPAS
Plan history3
Yearassets · accounts · employer contribution
2024$55.5M · 420 accts · $870K emplr
2023$47.9M · 347 accts · $704K emplr
2022$40.5M · 291 accts · $687K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$70,737
Investment management$1,289
Total administrative$75,262
The England, Thims & Miller, Inc. 401(k) match · 2024
Employer contribution per active participant$2,606
Median for plans this size$3,635
2024$2,606 per active participant
2023$2,222 per active participant
2022$2,436 per active participant

England, Thims & Miller, Inc.'s 2024 employer contribution ran below the $3,635 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 · 20244
VOYA RETIREMENT INSURANCE & ANNUITY · Claims processing · Investment advisory (participants)$74,261
MAI CAPITAL MANAGEMENT, LLCindirect comp
MORNINGSTAR · Investment advisory (plan)indirect 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$75,262 · 0.15%
2023$57,934 · 0.13%
2022$42,360 · 0.10%
Same employer
Similar plansProfessional & Technical Services · Florida
Becker & Poliakoff, P.A. FL$55.2M · 0.24%
Aspire USA LLC FL$54.4M · 0.19%
Rcp Legal Services LLC FL$52.5M · 0.24%

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Source: U.S. Department of Labor, Form 5500 series, EIN 591773930 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.