Plan Ledger DOL Form 5500 · updated monthly

Health Planning Council of South Florida, Inc.DC plan

EMPLOYEE BENEFIT PLAN OF HEALTH PLANNING COUNCIL OF SOUTHWEST FLORIDA, INC. · FORT MYERS, FL · plan year 2025

Reported admin expense ratio · 2025
0.02%

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

Health Planning Council of South Florida, Inc. reported $1,825 in plan administrative expenses for 2025: 0.02% of average plan assets, lower than ~75% of peers. Employer contributions averaged $5,116 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 4 years on file its reported administrative ratio has held roughly steady near 0.015%. The plan sits in the $10M–$50M size bracket, benchmarked here against 1,620 comparable plans and shown alongside other other services employers. By assets it is the 1,530th-largest of 3,644 plans among Florida employers on file, and the 1,435th of 3,341 in other services. In 2025, the employer put in $2.52 for every $1.00 employees contributed themselves.

Plan summary
Net assets, end of year$12,637,764
Participants with balances176
Active participants131
Employer contributions$670,158
Employee contributions$265,977
Employer contribution per active participant$5,116
Average account balance$71,805
Benefits paid to participants$1,276,843
Plan auditUnmodified (clean) audit opinion
AuditorMOSS, KRUSICK & ASSOCIATES, LLC
Plan history4
Yearassets · accounts · employer contribution
2025$12.6M · 176 accts · $670K emplr
2024$11.5M · 182 accts · $701K emplr
2023$9.8M · 178 accts · $606K emplr
2022$8.0M · 163 accts · $542K emplr
Employer contributions to the Health Planning Council of South Florida, Inc. plan · 2025
Employer contribution per active participant$5,116
Median for plans this size$2,666
2025$5,116 per active participant
2024$4,835 per active participant
2023$4,183 per active participant
2022$3,788 per active participant

Health Planning Council of South Florida, Inc.'s 2025 employer contribution ran above the $2,666 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 2025 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20251
MUTUAL OF AMERICA INVESTMENT CORP · Claims processing · Recordkeeping$1,825

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

Recordkeeper by year3
2025Mutual of America
2024Mutual of America
2023Mutual of America

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history4
2025$1,825 · 0.02%
2024$2,066 · 0.02%
2023$1,153 · 0.01%
2022$1,322 · 0.02%
Same employer
Similar plansOther Services · Florida
Jensen U.S.A. FL$14.4M · 0.01%
Power Services Group, Inc. FL$13.3M · 0.45%
Bath & Tennis Club, Inc. FL$12.9M · 0.07%
Mastercorp, Inc. FL$12.5M · 0.24%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 592269305 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.