Plan Ledger DOL Form 5500 · updated monthly

Fannie E. Taylor Home for the Aged, Inc.401(k)

TAYLOR FOUNDATION SERVICES, INC. RETIREMENT PLAN · JACKSONVILLE, FL · plan year 2022

Reported admin expense ratio · 2022
0.12%

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

Fannie E. Taylor Home for the Aged, Inc. reported $3,983 in plan administrative expenses for 2022: 0.12% of average plan assets, lower than ~75% of peers. Employer contributions averaged $567 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 health care & social assistance employers. By assets it is among the smaller plans on file in Florida (3,008th of 3,644), and 9,688th of 11,911 in health care & social assistance. In 2022, employees put in $2.79 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$2,428,109
Participants with balances86
Active participants105
Employer contributions$59,525
Employee contributions$165,941
Employer contribution per active participant$567
Average account balance$28,234
Benefits paid to participants$1,274,694
Plan auditDisclaimer of opinion
AuditorJOHN W HOWARD
Administrative expenses, itemized · 2022
Recordkeeping & contract admin$3,983
Total administrative$3,983
The Fannie E. Taylor Home for the Aged, Inc. 401(k) match · 2022
Employer contribution per active participant$567
Median for plans this size$1,114

Fannie E. Taylor Home for the Aged, Inc.'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$3,983 · 0.12%
Same employer
Similar plansHealth Care & Social Assistance · Florida
Arboreta Healthcare Inc. FL$2.5M · 1.55%
Medical Life, Inc. FL$2.5M · 0.28%
Pine Castle, Inc. FL$2.5M · 0.27%

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Source: U.S. Department of Labor, Form 5500 series, EIN 592681152 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.