Plan Ledger DOL Form 5500 · updated monthly

Florida Presbyterian Homes, Inc.403(b)

FLORIDA PRESBYTERIAN HOMES, INC. TAX SHELTERED ANNUITY PLAN · LAKELAND, FL · plan year 2023

Reported admin expense ratio · 2023
0.00%

Florida Presbyterian Homes, Inc. reported $85 in plan administrative expenses for 2023: 0.00% of average plan assets, lower than ~75% of peers. 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 0.01% to 0.08%. The plan sits in the $1M–$10M size bracket, benchmarked here against 22,307 comparable plans and shown alongside other health care & social assistance employers. By assets it is among the smaller plans on file in Florida (2,762nd of 3,644), and 8,816th of 11,911 in health care & social assistance. In 2023, employees put in $1.50 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$3,621,560
Participants with balances141
Active participants0
Employer contributions$87,036
Employee contributions$130,241
Employer contribution per active participant—
Average account balance$25,685
Benefits paid to participants$416,856
Plan auditUnmodified (clean) audit opinion
Plan history4
Yearassets · accounts · employer contribution
2025$0
2024$1.6M · 119 accts · $55 emplr
2023$3.6M · 141 accts · $87K emplr
2022$3.3M · 147 accts · $67K emplr
Administrative expenses, itemized · 2023
Recordkeeping & contract admin$85
Total administrative$85
What these fees cost you

Annual cost at the plan's reported 2023 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history4
2025Not separately reported
2024$2,157 · 0.08%
2023$85 · 0.00%
2022$474 · 0.01%
Similar plansHealth Care & Social Assistance · Florida
Family Resources, Inc. FL$3.6M · 0.89%
Tdn Aso, LLC FL$3.6M · 0.69%

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Source: U.S. Department of Labor, Form 5500 series, EIN 590760207 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.