Plan Ledger DOL Form 5500 · updated monthly

La Cava, Jacobson & Goodis, P.A.401(k)

LA CAVA, JACOBSON & GOODIS, P.A. 401(K) PROFIT SHARING PLAN AND TRUST · TAMPA, FL · plan year 2024

Reported admin expense ratio · 2024
0.56%

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

La Cava, Jacobson & Goodis, P.A. reported $63,199 in plan administrative expenses for 2024: 0.56% of average plan assets, higher than ~75% of peers. Employer contributions averaged $2,294 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 0.56%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other professional & technical services employers. By assets it is the 1,524th-largest of 3,644 plans among Florida employers on file, and 7,174th of 11,654 in professional & technical services. In 2024, employees put in $2.78 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$12,720,659
Participants with balances225
Active participants179
Employer contributions$410,647
Employee contributions$1,142,487
Employer contribution per active participant$2,294
Average account balance$56,536
Benefits paid to participants$241,134
Plan auditUnmodified (clean) audit opinion
AuditorJOHNSON O'CONNOR FERON & CARUCCI LL
Plan history2
Yearassets · accounts · employer contribution
2024$12.7M · 225 accts · $411K emplr
2023$9.8M · 164 accts · $344K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$34,989
Total administrative$63,199
The La Cava, Jacobson & Goodis, P.A. 401(k) match · 2024
Employer contribution per active participant$2,294
Median for plans this size$2,416
2024$2,294 per active participant
2023$2,265 per active participant

La Cava, Jacobson & Goodis, P.A.'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
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$34,989
SYNOVUS TRUST COMPANY · Investment advisory (plan)$28,210

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

Administrative cost history2
2024$63,199 · 0.56%
2023$48,800 · 0.58%
Same employer
Similar plansProfessional & Technical Services · Florida
Modcomp, Inc. FL$13.2M · 0.29%
Gen Media Partners LLC FL$13.0M · 0.01%
Anthros, Inc. FL$12.6M · 0.99%
Itel Laboratories, Inc. FL$12.3M · 0.19%

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Source: U.S. Department of Labor, Form 5500 series, EIN 272360538 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.