Plan Ledger DOL Form 5500 · updated monthly

Forcura, LLC401(k)

FORCURA, LLC 401(K) PLAN · JACKSONVILLE, FL · plan year 2024

Reported admin expense ratio · 2024
0.09%

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

Forcura, LLC reported $6,257 in plan administrative expenses for 2024: 0.09% of average plan assets, lower than ~75% of peers. Employer contributions averaged $4,123 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 0.07% to 0.09%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other professional & technical services employers. By assets it is among the smaller plans on file in Florida (2,070th of 3,644), and 8,822nd of 11,654 in professional & technical services. In 2024, employees put in $2.16 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$7,631,895
Participants with balances118
Active participants104
Employer contributions$428,782
Employee contributions$925,131
Employer contribution per active participant$4,123
Average account balance$64,677
Benefits paid to participants$310,857
Plan auditUnmodified (clean) audit opinion
AuditorENNIS PELLUM & ASSOCIATES, P.A.
Plan history3
Yearassets · accounts · employer contribution
2024$7.6M · 118 accts · $429K emplr
2023$5.7M · 124 accts · $401K emplr
2022$3.7M · 110 accts · $358K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$2,775
Investment management$3,332
Total administrative$6,257
The Forcura, LLC 401(k) match · 2024
Employer contribution per active participant$4,123
Median for plans this size$1,313
2024$4,123 per active participant
2023$3,678 per active participant
2022$3,283 per active participant

Forcura, LLC's 2024 employer contribution ran above the $1,313 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 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20242
ARKADIOS WEALTHindirect comp
VOYA · Investment advisory (plan)indirect comp

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

Administrative cost history3
2024$6,257 · 0.09%
2023$3,384 · 0.07%
2022$2,537 · 0.07%
Same employer
Similar plansProfessional & Technical Services · Florida
C.A.P. Government, Inc. FL$7.7M · 0.58%
Nationsbenefits LLC FL$7.6M · 1.31%
Chetu, Inc. FL$7.4M · 0.49%
Tax Defense Network, LLC FL$7.4M · 0.86%

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Source: U.S. Department of Labor, Form 5500 series, EIN 272434520 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.