Plan Ledger DOL Form 5500 · updated monthly

Guadalupe Center, Inc.401(k)

GUADALUPE CENTER, INC. 401(K) PROFIT SHARING PLAN AND TRUST · IMMOKALEE, FL · plan year 2022

Reported admin expense ratio · 2022
1.25%

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

Guadalupe Center, Inc. reported $18,752 in plan administrative expenses for 2022: 1.25% of average plan assets, higher than ~90% of peers. Employer contributions averaged $658 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.

The plan sits in the $1M–$10M size bracket, benchmarked here against 30,021 comparable plans and shown alongside other educational services employers. By assets it is among the smaller plans on file in Florida (3,260th of 3,644), and 2,926th of 3,091 in educational services. In 2022, employees put in $2.19 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$1,415,489
Participants with balances76
Active participants134
Employer contributions$88,217
Employee contributions$193,251
Employer contribution per active participant$658
Average account balance$18,625
Benefits paid to participants$190,430
Plan auditUnmodified (clean) audit opinion
AuditorTUSCAN & COMPANY
Administrative expenses, itemized · 2022
Recordkeeping & contract admin$8,801
Investment management$9,951
Total administrative$18,752
The Guadalupe Center, Inc. 401(k) match · 2022
Employer contribution per active participant$658
Median for plans this size$1,114

Guadalupe Center, Inc.'s 2022 employer contribution ran below the $1,114 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 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history1
2022$18,752 · 1.25%
Same employer
Similar plansEducational Services · Florida
Alexander School, Inc. FL$1.5M · 0.81%
Citrus County Association FL$1.2M · 1.10%

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Source: U.S. Department of Labor, Form 5500 series, EIN 592617151 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.