Plan Ledger DOL Form 5500 · updated monthly

Holland & Knight LLP401(k)

HOLLAND AND KNIGHT PROFIT SHARING PLAN & TRUST · BRANDON, FL · plan year 2024

Reported admin expense ratio · 2024
0.04%

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

Holland & Knight LLP reported $781,840 in plan administrative expenses for 2024: 0.04% of average plan assets, below the peer median. Employer contributions averaged $11,255 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 0.042%. The plan sits in the over $1B size bracket, benchmarked here against 1,229 comparable plans and shown alongside other professional & technical services employers. By assets it is the 19th-largest of 3,644 plans among Florida employers on file, and the 81st of 11,654 in professional & technical services. In 2024, employees put in $1.26 for every $1.00 the employer contributed; active participation has grown from 3,060 to 3,797 since 2022.

Plan summary
Net assets, end of year$1,984,044,457
Participants with balances4,825
Active participants3,797
Employer contributions$42,734,901
Employee contributions$53,907,089
Employer contribution per active participant$11,255
Average account balance$411,201
Benefits paid to participants$155,768,935
Plan auditUnmodified (clean) audit opinion
AuditorSCH ATTEST SERVICES PC INC
Plan history3
Yearassets · accounts · employer contribution
2024$2.0B · 4,825 accts · $42.7M emplr
2023$1.8B · 4,656 accts · $39.6M emplr
2022$1.3B · 3,922 accts · $32.0M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$65,017
Investment management$298,950
Audit (IQPA)$52,750
Trustee / custodial$185,944
Total administrative$781,840
The Holland & Knight LLP 401(k) match · 2024
Employer contribution per active participant$11,255
Median for plans this size$5,259
2024$11,255 per active participant
2023$10,714 per active participant
2022$10,443 per active participant

Holland & Knight LLP's 2024 employer contribution ran above the $5,259 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 · 20249
STRATEGIC ADVISORS, INC. · Investment advisory (plan)$298,950
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$70,218
BRINKER CAPITAL INV LLC · Consulting$66,038
CAPFINANCIAL PARTNERS, LLC · Consulting · Investment advisory (plan)$65,000
SC&H ATTEST SERVICES, P.C. · Accounting / audit · Consulting$52,750
OCTOBER THREE CONSULTING LLC · Consulting$25,917
MAHONEY AND ASSOC · Consulting$8,880
FLAHARTY ASSET MAN · Consulting$8,278
CHAS P. SMITH ASSOC · Consulting$5,067

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$781,840 · 0.04%
2023$725,256 · 0.05%
2022$642,969 · 0.04%
Same employer
Similar plansProfessional & Technical Services · Florida
Trinet HR III, Inc. FL$8.7B · 0.16%
Trinet HR IV, LLC FL$3.0B · 0.08%
Ukg Inc. FL$2.0B · 0.06%
Greenberg Traurig, PA FL$1.6B · 0.02%
The S2 HR Group, LLC FL$1.0B · 0.45%

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Source: U.S. Department of Labor, Form 5500 series, EIN 590663819 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.