Plan Ledger DOL Form 5500 · updated monthly

Give Kids the World, Inc.403(b)

GIVE KIDS THE WORLD, INC. 403(B) PLAN · KISSIMMEE, FL · plan year 2024

Reported admin expense ratio · 2024
0.27%

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

Give Kids the World, Inc. reported $15,312 in plan administrative expenses for 2024: 0.27% of average plan assets, below the peer median. Employer contributions averaged $1,085 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 0.30% to 0.27%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other other services employers. By assets it is among the smaller plans on file in Florida (2,327th of 3,644), and 2,151st of 3,341 in other services. In 2024, employees put in $1.88 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$5,992,785
Participants with balances123
Active participants201
Employer contributions$218,170
Employee contributions$410,337
Employer contribution per active participant$1,085
Average account balance$48,722
Benefits paid to participants$567,579
Plan auditUnmodified (clean) audit opinion
AuditorPURVIS, GRAY & COMPANY, LLP
Plan history2
Yearassets · accounts · employer contribution
2024$6.0M · 123 accts · $218K emplr
2023$5.2M · 123 accts · $182K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$14,660
Investment management$477
Total administrative$15,312
Employer contributions to the Give Kids the World, Inc. plan · 2024
Employer contribution per active participant$1,085
Median for plans this size$1,313
2024$1,085 per active participant
2023$842 per active participant

Give Kids the World, Inc.'s 2024 employer contribution ran below the $1,313 median for plans its size. 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 · 20246
RETIREMENT SOLUTIONS SPECIALISTS · Other services$1,200
VOYA RETIREMENT ADVISORS, LLC · Investment advisory (participants)$357
MORNINGSTAR · Investment advisory (plan)indirect comp
MORNINGSTAR INVESTMENT MANAGEMENT · Investment advisory (participants)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 history2
2024$15,312 · 0.27%
2023$14,386 · 0.30%
All plans at this employer2
GIVE KIDS THE WORLD, INC. 403(B) PLAN403(b)
GIVE KIDS THE WORLD, INC. 403(B) PLAN403(b)
Same employer
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Jimco Maintenance Inc. FL$5.4M · 0.98%

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Source: U.S. Department of Labor, Form 5500 series, EIN 592654440 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.