Plan Ledger DOL Form 5500 · updated monthly

Eraclides, Gelman, Hall & Indek, P.A.401(k)

ERACLIDES, GELMAN, HALL & INDEK 401(K) PLAN · JACKSONVILLE, FL · plan year 2024

Reported admin expense ratio · 2024
0.38%

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

Eraclides, Gelman, Hall & Indek, P.A. reported $71,236 in plan administrative expenses for 2024: 0.38% of average plan assets, above the peer median. Employer contributions averaged $2,718 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 0.47% to 0.38%. 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 1,107th-largest of 3,644 plans among Florida employers on file, and the 5,516th of 11,654 in professional & technical services. In 2024, employees put in $2.02 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$20,132,730
Participants with balances139
Active participants171
Employer contributions$464,817
Employee contributions$938,461
Employer contribution per active participant$2,718
Average account balance$144,840
Benefits paid to participants$1,136,334
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$20.1M · 139 accts · $465K emplr
2023$17.6M · 137 accts · $448K emplr
2022$13.8M · 213 accts · $416K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$71,236
Total administrative$71,236
The Eraclides, Gelman, Hall & Indek, P.A. 401(k) match · 2024
Employer contribution per active participant$2,718
Median for plans this size$2,416
2024$2,718 per active participant
2023$2,697 per active participant
2022$2,462 per active participant

Eraclides, Gelman, Hall & Indek, P.A.'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 · 20243
JOHN HANCOCK LIFE INSURANCE COMPANY · Recordkeeping · Investment management$43,226
MORGAN STANLEY DOMESTIC · Investment advisory (participants)$27,260
CAPITAL GROUP RETIREMENT PLAN SVCS. · Trustee (directed) · Other services$2,900

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

Recordkeeper by year2
2024John Hancock
2023John Hancock

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

Administrative cost history3
2024$71,236 · 0.38%
2023$72,772 · 0.46%
2022$71,716 · 0.47%
Same employer
Similar plansProfessional & Technical Services · Florida
Deepwatch, Inc. FL$20.2M · 0.56%
Kelley Kronenberg, P.A. FL$20.1M · 0.41%

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Source: U.S. Department of Labor, Form 5500 series, EIN 203739348 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.