Plan Ledger DOL Form 5500 · updated monthly

Gunster, Yoakley & Stewart, P.A.401(k)

GUNSTER RETIREMENT SAVINGS PLAN · WEST PALM BEACH, FL · plan year 2024

Reported admin expense ratio · 2024
0.17%

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

Gunster, Yoakley & Stewart, P.A. reported $384,372 in plan administrative expenses for 2024: 0.17% of average plan assets, above the peer median. Employer contributions averaged $12,197 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 3 years on file its reported administrative ratio has held roughly steady near 0.17%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other professional & technical services employers. By assets it is the 156th-largest of 3,644 plans among Florida employers on file, and the 676th of 11,654 in professional & technical services. In 2024, employees put in $1.14 for every $1.00 the employer contributed; active participation has grown from 426 to 495 since 2022.

Plan summary
Net assets, end of year$242,688,866
Participants with balances559
Active participants495
Employer contributions$6,037,371
Employee contributions$6,867,726
Employer contribution per active participant$12,197
Average account balance$434,148
Benefits paid to participants$8,186,756
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$242.7M · 559 accts · $6.0M emplr
2023$210.1M · 565 accts · $5.8M emplr
2022$179.7M · 503 accts · $4.4M emplr
Administrative expenses, itemized · 2024
Investment management$384,372
Total administrative$384,372
The Gunster, Yoakley & Stewart, P.A. 401(k) match · 2024
Employer contribution per active participant$12,197
Median for plans this size$3,635
2024$12,197 per active participant
2023$11,620 per active participant
2022$10,242 per active participant

Gunster, Yoakley & Stewart, P.A.'s 2024 employer contribution ran above the $3,635 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 · 20245
SEI INVESTMENTS COMPANY · Securities brokerage$62,903
CAP FINANCIAL LLC · Investment advisory (participants)$33,920
NORTH PIER FIDUCIARY MANAGEMENT · Investment advisory (participants)$22,794
ERISA PENSION SYSTEMS · Contract administrator$22,252
COHNREZNICK LLP · Accounting / audit$19,000

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$384,372 · 0.17%
2023$340,675 · 0.17%
2022$315,975 · 0.16%
Same employer
Similar plansProfessional & Technical Services · Florida
Trinet USA, Inc. FL$451.2M · 0.07%
Rs&H, Inc. FL$335.5M · 0.12%
Carlton Fields, P.A. FL$315.7M · 0.06%
Kforce Inc. FL$282.8M · 0.14%
Opko Health, Inc. FL$225.1M · 0.20%
Grayrobinson, P.A. FL$221.7M · 0.02%
Morgan & Morgan P A FL$192.7M · 0.21%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 591450702 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.