Plan Ledger DOL Form 5500 · updated monthly

Informed Medical Decisions, Inc. dba Informeddna401(k)

INFORMEDDNA 401(K) PLAN · ST PETERSBURG, FL · plan year 2024

Reported admin expense ratio · 2024
0.22%

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

Informed Medical Decisions, Inc. dba Informeddna reported $14,381 in plan administrative expenses for 2024: 0.22% of average plan assets, below the peer median. Employer contributions averaged $3,621 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 fell from 0.38% to 0.22%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other health care & social assistance employers. By assets it is among the smaller plans on file in Florida (2,123rd of 3,644), and 6,740th of 11,911 in health care & social assistance. In 2024, employees put in $2.50 for every $1.00 the employer contributed; active participation has shrunk from 124 to 98 since 2022.

Plan summary
Net assets, end of year$7,280,885
Participants with balances127
Active participants98
Employer contributions$354,835
Employee contributions$886,670
Employer contribution per active participant$3,621
Average account balance$57,330
Benefits paid to participants$561,308
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$7.3M · 127 accts · $355K emplr
2023$5.5M · 124 accts · $376K emplr
2022$4.2M · 130 accts · $471K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$12,236
Investment management$2,145
Total administrative$14,381
The Informed Medical Decisions, Inc. dba Informeddna 401(k) match · 2024
Employer contribution per active participant$3,621
Median for plans this size$1,313
2024$3,621 per active participant
2023$3,921 per active participant
2022$3,798 per active participant

Informed Medical Decisions, Inc. dba Informeddna's 2024 employer contribution ran above the $1,313 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 · 20241

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$14,381 · 0.22%
2023$13,071 · 0.27%
2022$12,868 · 0.38%
Same employer
Similar plansHealth Care & Social Assistance · Florida
Millenia Pediatrics, LLC FL$7.3M · 0.56%
Menorah Manor, Inc FL$7.2M · 0.57%
Boley Centers, Inc. FL$7.2M · 0.30%

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Source: U.S. Department of Labor, Form 5500 series, EIN 261327289 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.