Plan Ledger DOL Form 5500 · updated monthly

Kobie Marketing, Inc.401(k)

KOBIE MARKETING, INC. 401(K) PLAN · ST. PETERSBURG, FL · plan year 2024

Reported admin expense ratio · 2024
0.67%

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

Kobie Marketing, Inc. reported $133,067 in plan administrative expenses for 2024: 0.67% of average plan assets, higher than ~90% of peers. Employer contributions averaged $786 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 0.62% to 0.67%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other finance & insurance employers. By assets it is the 1,058th-largest of 3,644 plans among Florida employers on file, and 2,923rd of 4,798 in finance & insurance. In 2024, employees put in $8.17 for every $1.00 the employer contributed; active participation has grown from 273 to 337 since 2022.

Plan summary
Net assets, end of year$21,740,680
Participants with balances296
Active participants337
Employer contributions$264,864
Employee contributions$2,164,239
Employer contribution per active participant$786
Average account balance$73,448
Benefits paid to participants$1,843,534
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$21.7M · 296 accts · $265K emplr
2023$17.7M · 297 accts · $299K emplr
2022$14.4M · 298 accts · $317K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$132,610
Total administrative$133,067
The Kobie Marketing, Inc. 401(k) match · 2024
Employer contribution per active participant$786
Median for plans this size$2,416
2024$786 per active participant
2023$1,071 per active participant
2022$1,162 per active participant

Kobie Marketing, Inc.'s 2024 employer contribution ran below the $2,416 median for plans its size, in the bottom 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
TRIAD ADVISORS INC · Investment advisory (participants)$70,353

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$133,067 · 0.67%
2023$103,011 · 0.64%
2022$91,723 · 0.62%
Same employer
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First Florida Credit Union FL$22.8M · 0.25%
Amscot Financial, Inc. FL$22.7M · 0.14%
Gqg Partners LLC FL$21.5M · 0.01%
United Southern Bank FL$21.2M · 0.02%
777 Partners LLC FL$21.1M · 1.17%

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Source: U.S. Department of Labor, Form 5500 series, EIN 593099468 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.