Plan Ledger DOL Form 5500 · updated monthly

Ethos Risk Services, LLC401(k)

ETHOS RISK SERVICES, LLC RETIREMENT SAVINGS PLAN · ST. PETERSBURG, FL · plan year 2022

Reported admin expense ratio · 2022
0.83%

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

Ethos Risk Services, LLC reported $10,119 in plan administrative expenses for 2022: 0.83% of average plan assets, higher than ~75% of peers. Employer contributions averaged $765 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 $1M–$10M size bracket, benchmarked here against 30,021 comparable plans and shown alongside other professional & technical services employers. By assets it is among the smaller plans on file in Florida (3,267th of 3,644), and 11,103rd of 11,654 in professional & technical services. In 2022, employees put in $2.26 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$1,397,459
Participants with balances72
Active participants230
Employer contributions$175,947
Employee contributions$397,884
Employer contribution per active participant$765
Average account balance$19,409
Benefits paid to participants$34,785
Plan auditUnmodified (clean) audit opinion
AuditorPDR CPAS + ADVISORS
Administrative expenses, itemized · 2022
Recordkeeping & contract admin$9,352
Investment management$767
Total administrative$10,119
The Ethos Risk Services, LLC 401(k) match · 2022
Employer contribution per active participant$765
Median for plans this size$1,114

Ethos Risk Services, LLC's 2022 employer contribution ran below the $1,114 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 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history1
2022$10,119 · 0.83%
Same employer
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Source: U.S. Department of Labor, Form 5500 series, EIN 870776325 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.