Plan Ledger DOL Form 5500 · updated monthly

Florida Pritikin Center, LLC401(k)

FLORIDA PRITIKIN CENTER 401(K) PLAN · DORAL, FL · plan year 2023

Reported admin expense ratio · 2023
0.41%

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

Florida Pritikin Center, LLC reported $18,272 in plan administrative expenses for 2023: 0.41% of average plan assets, below the peer median. Employer contributions averaged $2,384 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 1 year on file its reported administrative ratio fell from 0.85% to 0.41%. The plan sits in the $1M–$10M size bracket, benchmarked here against 22,307 comparable plans and shown alongside other arts, entertainment & recreation employers. By assets it is among the smaller plans on file in Florida (2,481st of 3,644), and 930th of 1,311 in arts, entertainment & recreation. In 2023, employees put in $2.31 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$5,049,336
Participants with balances95
Active participants109
Employer contributions$259,855
Employee contributions$600,703
Employer contribution per active participant$2,384
Average account balance$53,151
Benefits paid to participants$540,263
Plan auditUnmodified (clean) audit opinion
AuditorBERKOWITZ POLLACK BRANT ADVISORS
Plan history2
Yearassets · accounts · employer contribution
2023$5.0M · 95 accts · $260K emplr
2022$3.8M · 101 accts · $248K emplr
Administrative expenses, itemized · 2023
Investment management$18,272
Total administrative$18,272
The Florida Pritikin Center, LLC 401(k) match · 2023
Employer contribution per active participant$2,384
Median for plans this size$1,308
2023$2,384 per active participant
2022$2,218 per active participant

Florida Pritikin Center, LLC's 2023 employer contribution ran above the $1,308 median for plans its size, placing it in the top 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 2023 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20233
FISCHER INVESTEMNTS · Investment advisory (participants)$15,931
PROVENANCE WEALTH ADVISORS · Investment advisory (participants)$3,865

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

Administrative cost history2
2023$18,272 · 0.41%
2022$32,498 · 0.85%
Similar plansArts, Entertainment & Recreation · Florida
Yf Fc Operations, LLC FL$5.2M · 0.95%
Ruth Eckerd Hall, Inc. FL$4.8M · 0.91%

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Source: U.S. Department of Labor, Form 5500 series, EIN 200038118 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.