Plan Ledger DOL Form 5500 · updated monthly

Florida West Coast, Inc.401(k)

CULLIGAN FLORIDA WEST COAST, INC. 401(K) PLAN · FORT MYERS, FL · plan year 2022

Reported admin expense ratio · 2022
1.27%

Florida West Coast, Inc. reported $37,459 in plan administrative expenses for 2022: 1.27% of average plan assets, higher than ~90% 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.

The plan sits in the $1M–$10M size bracket, benchmarked here against 30,021 comparable plans and shown alongside other professional & technical services employers. By assets it is among the smaller plans on file in Florida (2,990th of 3,644), and 10,703rd of 11,654 in professional & technical services.

Plan summary
Net assets, end of year$2,519,125
Participants with balances86
Active participants106
Employer contributions—
Employee contributions$275,455
Employer contribution per active participant—
Average account balance$29,292
Benefits paid to participants$487,347
Plan auditUnmodified (clean) audit opinion
AuditorSEDITA KILTON & COMPANY, CPAS, PL
Administrative expenses, itemized · 2022
Recordkeeping & contract admin$30,704
Professional / advisory$6,755
Total administrative$37,459
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$37,459 · 1.27%
Similar plansProfessional & Technical Services · Florida
American Vision Group LLC FL$2.7M · 1.52%
Software Resources Inc FL$2.7M · 0.55%
Sitero LLC FL$2.5M · 0.41%
Sucro Can Sourcing LLC FL$2.5M · 1.42%
American Vision Group LLC FL$2.4M · 0.26%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 650140473 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.