Plan Ledger DOL Form 5500 · updated monthly

Florida Cancer Specialists & Research Institute, LLC401(k)

FLORIDA CANCER SPECIALISTS & RESEARCH INSTITUTE, LLC 401(K) PROFIT SHARING PLAN & TRUST · FORT MYERS, FL · plan year 2024

Reported admin expense ratio · 2024
0.17%

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

Florida Cancer Specialists & Research Institute, LLC reported $458,518 in plan administrative expenses for 2024: 0.17% of average plan assets, higher than ~75% of peers. Employer contributions averaged $3,668 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 rose from 0.14% to 0.17%. The plan sits in the $250M–$1B size bracket, benchmarked here against 2,883 comparable plans and shown alongside other health care & social assistance employers. By assets it is the 129th-largest of 3,644 plans among Florida employers on file, and the 492nd of 11,911 in health care & social assistance. In 2024, employees put in $2.22 for every $1.00 the employer contributed; active participation has grown from 2,493 to 2,862 since 2022.

Plan summary
Net assets, end of year$297,346,026
Participants with balances3,369
Active participants2,862
Employer contributions$10,498,141
Employee contributions$23,279,378
Employer contribution per active participant$3,668
Average account balance$88,259
Benefits paid to participants$30,561,666
AuditorKERKERING, BARBERIO & CO.
Plan history3
Yearassets · accounts · employer contribution
2024$297.3M · 3,369 accts · $10.5M emplr
2023$257.9M · 3,180 accts · $9.6M emplr
2022$204.4M · 2,853 accts · $8.8M emplr
The Florida Cancer Specialists & Research Institute, LLC 401(k) match · 2024
Employer contribution per active participant$3,668
Median for plans this size$4,294
2024$3,668 per active participant
2023$3,454 per active participant
2022$3,543 per active participant

Florida Cancer Specialists & Research Institute, LLC's 2024 employer contribution ran below the $4,294 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
THE VANGUARD GROUP, INC. · Recordkeeping · Consulting$290,729
VANGUARD ADVISERS INC. · Investment advisory (participants)$110,989
SAGEVIEW ADVISORY GROUP LLC · Consulting$71,500

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

Recordkeeper by year2
2024Vanguard
2023Vanguard

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

Administrative cost history3
2024$458,518 · 0.17%
2023$333,049 · 0.14%
2022$303,599 · 0.14%
Same employer
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Watson Clinic LLP FL$327.8M · 0.22%
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Gastro Health, LLC FL$264.2M · 0.27%
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Source: U.S. Department of Labor, Form 5500 series, EIN 650825133 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.