Plan Ledger DOL Form 5500 · updated monthly

Kubicki Draper, P.A.401(k)

KUBICKI DRAPER, P.A. 401(K) PLAN · MIAMI, FL · plan year 2024

Reported admin expense ratio · 2024
0.24%

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

Kubicki Draper, P.A. reported $159,826 in plan administrative expenses for 2024: 0.24% of average plan assets, higher than ~75% of peers. Employer contributions averaged $4,622 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 0.28% to 0.24%. 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 420th-largest of 3,644 plans among Florida employers on file, and the 2,030th of 11,654 in professional & technical services. In 2024, employees put in $1.78 for every $1.00 the employer contributed; active participation has grown from 347 to 398 since 2022.

Plan summary
Net assets, end of year$71,596,368
Participants with balances576
Active participants398
Employer contributions$1,839,692
Employee contributions$3,283,071
Employer contribution per active participant$4,622
Average account balance$124,299
Benefits paid to participants$4,400,892
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$71.6M · 576 accts · $1.8M emplr
2023$60.4M · 545 accts · $1.6M emplr
2022$46.6M · 500 accts · $1.4M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$66,892
Investment management$69,975
Audit (IQPA)$13,905
Trustee / custodial$9,054
Total administrative$159,826
The Kubicki Draper, P.A. 401(k) match · 2024
Employer contribution per active participant$4,622
Median for plans this size$3,635
2024$4,622 per active participant
2023$4,408 per active participant
2022$4,079 per active participant

Kubicki Draper, P.A.'s 2024 employer contribution ran above the $3,635 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 · 20243
INGHAM & COMPANY · Contract administrator · Investment advisory (plan)$117,180
MARCUM LLP · Accounting / audit$13,905
FIDELITY TRUST · Trustee$8,254

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$159,826 · 0.24%
2023$148,571 · 0.28%
2022$138,740 · 0.28%
Same employer
Similar plansProfessional & Technical Services · Florida
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 591365340 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.