Plan Ledger DOL Form 5500 · updated monthly

Jupiter Island Holdings, Inc.401(k)

JUPITER ISLAND HOLDINGS, INC. 401(K) PLAN · HOBE SOUND, FL · plan year 2024

Reported admin expense ratio · 2024
0.05%

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

Jupiter Island Holdings, Inc. reported $5,105 in plan administrative expenses for 2024: 0.05% of average plan assets, lower than ~75% of peers. Employer contributions averaged $1,891 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 3 years on file its reported administrative ratio has held roughly steady near 0.047%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other arts, entertainment & recreation employers. By assets it is the 1,594th-largest of 3,644 plans among Florida employers on file, and the 609th of 1,311 in arts, entertainment & recreation. In 2024, employees put in $1.91 for every $1.00 the employer contributed; active participation has grown from 145 to 165 since 2022.

Plan summary
Net assets, end of year$11,926,678
Participants with balances142
Active participants165
Employer contributions$311,941
Employee contributions$597,029
Employer contribution per active participant$1,891
Average account balance$83,991
Benefits paid to participants$249,802
Plan auditUnmodified (clean) audit opinion
AuditorRSM US LLP
Plan history3
Yearassets · accounts · employer contribution
2024$11.9M · 142 accts · $312K emplr
2023$9.8M · 122 accts · $272K emplr
2022$8.6M · 125 accts · $237K emplr
Administrative expenses, itemized · 2024
Investment management$5,105
Total administrative$5,105
The Jupiter Island Holdings, Inc. 401(k) match · 2024
Employer contribution per active participant$1,891
Median for plans this size$2,416
2024$1,891 per active participant
2023$1,864 per active participant
2022$1,637 per active participant

Jupiter Island Holdings, Inc.'s 2024 employer contribution ran below 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
LPL FINANCIAL CORPORATIONindirect comp
MY BENEFITS LLC · Other servicesindirect comp

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$5,105 · 0.05%
2023$5,665 · 0.06%
2022$4,625 · 0.05%
Similar plansArts, Entertainment & Recreation · Florida
Hampton Golf Inc FL$12.6M · 0.86%
Grey Oaks Country Club, LTD FL$11.7M · 0.52%

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Source: U.S. Department of Labor, Form 5500 series, EIN 590292210 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.