Plan Ledger DOL Form 5500 · updated monthly

Ent Mso, LLC401(k)

ELEVATE ENT PARTNERS, LLC 401(K) PLAN · MIAMI LAKES, FL · plan year 2024

Reported admin expense ratio · 2024
0.20%

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

Ent Mso, LLC reported $234,969 in plan administrative expenses for 2024: 0.20% of average plan assets, above the peer median. Employer contributions averaged $5,429 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 fell from 0.33% to 0.20%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other health care & social assistance employers. By assets it is the 254th-largest of 3,644 plans among Florida employers on file, and the 857th of 11,911 in health care & social assistance. In 2024, the employer put in $1.26 for every $1.00 employees contributed themselves; active participation has grown from 1,120 to 1,662 since 2022.

Plan summary
Net assets, end of year$134,056,771
Participants with balances1,722
Active participants1,662
Employer contributions$9,022,877
Employee contributions$7,133,457
Employer contribution per active participant$5,429
Average account balance$77,849
Benefits paid to participants$6,781,979
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$134.1M · 1,722 accts · $9.0M emplr
2023$101.8M · 1,459 accts · $7.3M emplr
2022$76.5M · $5.5M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$145,184
Audit (IQPA)$89,785
Total administrative$234,969
The Ent Mso, LLC 401(k) match · 2024
Employer contribution per active participant$5,429
Median for plans this size$3,635
2024$5,429 per active participant
2023$5,726 per active participant
2022$4,883 per active participant

Ent Mso, LLC's 2024 employer contribution ran above 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 · 20243
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$145,424
CREATIVE PLANNING LLC · Investment advisory (plan)$80,065
STRATEGIC ADVISORS, INC. · Investment advisory (plan)$9,719

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$234,969 · 0.20%
2023$174,589 · 0.20%
2022$166,245 · 0.33%
Same employer
Similar plansHealth Care & Social Assistance · Florida
Empath-Stratum, Inc. FL$145.4M · 0.30%
Cvausa Management, LLC FL$132.5M · 0.15%
Borland-Groover Clinic, P.A. FL$127.0M · 0.11%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 832872606 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.