Plan Ledger DOL Form 5500 · updated monthly

James Moore & Co., P.L.401(k)

JAMES MOORE & CO., P.L. 401(K) RETIREMENT PLAN · GAINESVILLE, FL · plan year 2023

Reported admin expense ratio · 2023
0.29%

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

James Moore & Co., P.L. reported $122,308 in plan administrative expenses for 2023: 0.29% of average plan assets, above the peer median. Employer contributions averaged $5,880 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 has held roughly steady near 0.294%. The plan sits in the $10M–$50M size bracket, benchmarked here against 26,779 comparable plans and shown alongside other professional & technical services employers. By assets it is the 592nd-largest of 3,644 plans among Florida employers on file, and the 3,037th of 11,654 in professional & technical services. In 2023, employees put in $1.19 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$44,300,100
Participants with balances326
Active participants269
Employer contributions$1,581,731
Employee contributions$1,879,509
Employer contribution per active participant$5,880
Average account balance$135,890
Benefits paid to participants$7,953,033
Plan auditUnmodified (clean) audit opinion
AuditorFAW, CASSON & CO, LLP
Plan history2
Yearassets · accounts · employer contribution
2023$44.3M · 326 accts · $1.6M emplr
2022$38.9M · 317 accts · $1.4M emplr
Administrative expenses, itemized · 2023
Recordkeeping & contract admin$23,064
Investment management$77,388
Trustee / custodial$17,374
Total administrative$122,308
The James Moore & Co., P.L. 401(k) match · 2023
Employer contribution per active participant$5,880
Median for plans this size$2,440
2023$5,880 per active participant
2022$4,938 per active participant

James Moore & Co., P.L.'s 2023 employer contribution ran above the $2,440 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 2023 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20231
AVANTAX RETIREMENT PLAN SERVICES · Recordkeeping · Consulting$122,631

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

Administrative cost history2
2023$122,308 · 0.29%
2022$108,908 · 0.29%
Same employer
Similar plansProfessional & Technical Services · Florida
Drmp, Inc. FL$45.0M · 0.39%
Bcc Engineering, LLC FL$44.5M · 0.31%
Fowler White Burnett, P.A. FL$43.8M · 0.22%
Friendfinder Networks Inc. FL$43.6M · 0.08%
Emtec Global Services, LLC FL$43.3M · 0.11%

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Source: U.S. Department of Labor, Form 5500 series, EIN 593204548 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.