Plan Ledger DOL Form 5500 · updated monthly

Humane Society of Tampa Bay401(k)

HUMANE SOCIETY OF TAMPA BAY 401(K) PLAN · TAMPA, FL · plan year 2024

Reported admin expense ratio · 2024
1.64%

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

Humane Society of Tampa Bay reported $34,792 in plan administrative expenses for 2024: 1.64% of average plan assets, higher than ~90% of peers. Employer contributions averaged $863 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 2 years on file its reported administrative ratio rose from 1.05% to 1.64%. 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 (3,029th of 3,644), and 2,793rd of 3,341 in other services. In 2024, employees put in $3.67 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$2,334,802
Participants with balances92
Active participants108
Employer contributions$93,246
Employee contributions$342,633
Employer contribution per active participant$863
Average account balance$25,378
Benefits paid to participants$223,388
Plan auditUnmodified (clean) audit opinion
AuditorPDR CPAS + ADVISORS
Plan history3
Yearassets · accounts · employer contribution
2024$2.3M · 92 accts · $93K emplr
2023$1.9M · 105 accts · $90K emplr
2022$1.4M · 210 accts · $20K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$13,794
Investment management$20,998
Total administrative$34,792
The Humane Society of Tampa Bay 401(k) match · 2024
Employer contribution per active participant$863
Median for plans this size$1,313
2024$863 per active participant
2023$885 per active participant
2022$182 per active participant

Humane Society of Tampa Bay'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 · 20241
VESTWELL · Contract administrator · Investment advisory (plan)$13,794

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$34,792 · 1.64%
2023$46,030 · 2.77%
2022$15,111 · 1.05%
Same employer
Similar plansOther Services · Florida
One Parking, LLC FL$2.4M · 0.18%
American Pet Resort, LLC FL$2.3M · 0.08%
D&D Garage Doors Inc FL$2.3M · 0.53%
Xtreme Aviation, LLC FL$2.2M · 0.60%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 590799907 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.