Plan Ledger DOL Form 5500 · updated monthly

Information Systems of Florida, Inc.401(k)

INFORMATION SYSTEMS OF FLORIDA, INC. RETIREMENT SAVINGS & PROFIT SHARING PLAN & TRUST · JACKSONVILLE, FL · plan year 2024

Reported admin expense ratio · 2024
0.19%

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

Information Systems of Florida, Inc. reported $23,768 in plan administrative expenses for 2024: 0.19% of average plan assets, below the peer median. Employer contributions averaged $2,726 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 0.14% to 0.19%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other professional & technical services employers. By assets it is the 1,496th-largest of 3,644 plans among Florida employers on file, and 7,081st of 11,654 in professional & technical services. In 2024, employees put in $2.63 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$13,031,399
Participants with balances173
Active participants151
Employer contributions$411,562
Employee contributions$1,081,990
Employer contribution per active participant$2,726
Average account balance$75,326
Benefits paid to participants$2,632,235
Plan auditUnmodified (clean) audit opinion
AuditorMASTERS, SMITH & WISBY, P.A.
Plan history3
Yearassets · accounts · employer contribution
2024$13.0M · 173 accts · $412K emplr
2023$11.6M · 163 accts · $64K emplr
2022$9.9M · 169 accts · $305K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$219
Investment management$23,549
Total administrative$23,768
The Information Systems of Florida, Inc. 401(k) match · 2024
Employer contribution per active participant$2,726
Median for plans this size$2,416
2024$2,726 per active participant
2023$436 per active participant
2022$2,149 per active participant

Information Systems of Florida, Inc.'s 2024 employer contribution ran above the $2,416 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 · 20242
CETERA INVESTMENT ADVISORS LLC · Investment advisory (plan)$22,160
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$219

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$23,768 · 0.19%
2023$4,667 · 0.04%
2022$12,816 · 0.14%
Same employer
Similar plansProfessional & Technical Services · Florida
Hall Communications, Inc. FL$13.4M · 0.16%
Fja-Us, Inc. FL$13.4M · 0.40%
Modcomp, Inc. FL$13.2M · 0.29%
Gen Media Partners LLC FL$13.0M · 0.01%
Anthros, Inc. FL$12.6M · 0.99%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 591961607 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.