Plan Ledger DOL Form 5500 · updated monthly

Fowler White Burnett, P.A.401(k)

FOWLER WHITE BURNETT P.A. PROFIT SHARING 401(K) PLAN · MIAMI, FL · plan year 2024

Reported admin expense ratio · 2024
0.22%

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

Fowler White Burnett, P.A. reported $96,572 in plan administrative expenses for 2024: 0.22% of average plan assets, below the peer median. Employer contributions averaged $5,921 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 0.22%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other professional & technical services employers. By assets it is the 599th-largest of 3,644 plans among Florida employers on file, and the 3,064th of 11,654 in professional & technical services. In 2024, employees put in $1.60 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$43,780,462
Participants with balances178
Active participants106
Employer contributions$627,657
Employee contributions$1,007,365
Employer contribution per active participant$5,921
Average account balance$245,958
Benefits paid to participants$5,634,364
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$43.8M · 178 accts · $628K emplr
2023$42.8M · 197 accts · $617K emplr
2022$36.7M · 199 accts · $591K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$59,400
Investment management$37,172
Total administrative$96,572
The Fowler White Burnett, P.A. 401(k) match · 2024
Employer contribution per active participant$5,921
Median for plans this size$2,416
2024$5,921 per active participant
2023$5,459 per active participant
2022$5,275 per active participant

Fowler White Burnett, P.A.'s 2024 employer contribution ran above the $2,416 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 · 20243
ONEDIGITAL INVESTMENT ADVISORS LLC · Investment advisory (plan)$28,842
EMPOWER ADVISORY GROUP, LLC · Investment management$8,330

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$96,572 · 0.22%
2023$88,325 · 0.22%
2022$29,661 · 0.07%
Same employer
Similar plansProfessional & Technical Services · Florida
Bcc Engineering, LLC FL$44.5M · 0.31%
James Moore & Co., P.L. FL$44.3M · 0.29%
Friendfinder Networks Inc. FL$43.6M · 0.08%
Emtec Global Services, LLC FL$43.3M · 0.11%
Edsa, Inc. FL$42.0M · 0.21%

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Source: U.S. Department of Labor, Form 5500 series, EIN 591303994 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.