Plan Ledger DOL Form 5500 · updated monthly

Johnson, Pope, Bokor, Ruppel & Burns, L. L. P.401(k)

JOHNSON, POPE PROFIT SHARING PLAN AND TRUST · ST PETERSBURG, FL · plan year 2024

Reported admin expense ratio · 2024
0.31%

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

Johnson, Pope, Bokor, Ruppel & Burns, L. L. P. reported $210,755 in plan administrative expenses for 2024: 0.31% of average plan assets, higher than ~75% of peers. Employer contributions averaged $12,041 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 0.36% to 0.31%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other professional & technical services employers. By assets it is the 423rd-largest of 3,644 plans among Florida employers on file, and the 2,035th of 11,654 in professional & technical services. In 2024, the employer put in $1.09 for every $1.00 employees contributed themselves.

Plan summary
Net assets, end of year$71,278,120
Participants with balances213
Active participants172
Employer contributions$2,070,988
Employee contributions$1,897,360
Employer contribution per active participant$12,041
Average account balance$334,639
Benefits paid to participants$5,493,158
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$71.3M · 213 accts · $2.1M emplr
2023$63.8M · 204 accts · $1.8M emplr
2022$49.4M · 201 accts · $1.9M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$210,755
Total administrative$210,755
The Johnson, Pope, Bokor, Ruppel & Burns, L. L. P. 401(k) match · 2024
Employer contribution per active participant$12,041
Median for plans this size$3,635
2024$12,041 per active participant
2023$11,348 per active participant
2022$10,980 per active participant

Johnson, Pope, Bokor, Ruppel & Burns, L. L. P.'s 2024 employer contribution ran above the $3,635 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
PROVISE MANAGEMENT GROUP, LLC · Investment advisory (plan)$96,391
WILLIAM BLAIR · Investment advisory (participants)$43,510
CHARLES SCHWAB · Investment advisory (participants)$16,072
CAPITAL GROUP RETIREMENT PLAN SERVC$15,430
SABEL TRUST · Investment advisory (participants)$13,962
RAYMOND JAMES · Investment advisory (participants)$10,182
WELLS FARGO · Investment advisory (participants)$6,007
ASCENSUS HOLDINGS INC. DBA FUTUREPL · Contract administrator$1,750
ROGAN ASSOCIATES · Investment advisory (participants)$1

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$210,755 · 0.31%
2023$190,504 · 0.34%
2022$201,968 · 0.36%
Same employer
Similar plansProfessional & Technical Services · Florida
Kubicki Draper, P.A. FL$71.6M · 0.24%
Aerodyne Industries LLC FL$70.1M · 0.50%
Berger Singerman, LLP FL$68.8M · 0.19%
Allvue Systems, LLC FL$61.0M · 0.16%

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Source: U.S. Department of Labor, Form 5500 series, EIN 200525902 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.