Plan Ledger DOL Form 5500 · updated monthly

Eugene Therapy, LLC401(k)

RICHELSON CONTROL GROUP 401(K) PLAN · JACKSONVILLE, FL · plan year 2024

Reported admin expense ratio · 2024
0.52%

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

Eugene Therapy, LLC reported $250,223 in plan administrative expenses for 2024: 0.52% of average plan assets, higher than ~75% of peers. Employer contributions averaged $426 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 0.83% to 0.52%. 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 531st-largest of 3,644 plans among Florida employers on file, and the 1,871st of 11,911 in health care & social assistance. In 2024, employees put in $8.49 for every $1.00 the employer contributed; active participation has shrunk from 3,072 to 1,834 since 2022.

Plan summary
Net assets, end of year$50,270,512
Participants with balances1,592
Active participants1,834
Employer contributions$782,091
Employee contributions$6,641,708
Employer contribution per active participant$426
Average account balance$31,577
Benefits paid to participants$13,439,575
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$50.3M · 1,592 accts · $782K emplr
2023$46.4M · 1,994 accts · $1.1M emplr
2022$35.9M · 1,826 accts · $912K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$250,223
Total administrative$250,223
The Eugene Therapy, LLC 401(k) match · 2024
Employer contribution per active participant$426
Median for plans this size$2,416
2024$426 per active participant
2023$396 per active participant
2022$297 per active participant

Eugene Therapy, LLC's 2024 employer contribution ran below the $2,416 median for plans its size, in the bottom 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 · 20242
ADP, INC. · Loan processing · Recordkeeping$151,847
RESOURCES INVESTMENT ADVISORS, INC. · Recordkeeping · Trustee$98,376

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

Recordkeeper by year2
2024ADP, RESOURCES INVESTMENT ADVISORS, INC.
2023ADP, RESOURCE INVESTMENT ADVISORS, LLC, RESOURCES INVESTMENT ADVISORS, INC., WILLIAM E. HAMM AND ASSOCIATES, INC

This plan has changed recordkeepers within these filings. If you left Eugene Therapy, LLC before a switch, your account may sit at the earlier firm or in a rollover IRA. Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$250,223 · 0.52%
2023$289,960 · 0.71%
2022$265,229 · 0.83%
Similar plansHealth Care & Social Assistance · Florida
Cancer Specialists, LLC FL$57.4M · 0.07%
Hba Health Systems, LLC FL$47.9M · 0.16%

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Source: U.S. Department of Labor, Form 5500 series, EIN 900624377 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.