Plan Ledger DOL Form 5500 · updated monthly

Levin Papantonio Rafferty Proctor Buchanan O'Brien Barr & Mougey, PA401(k)

LEVIN PAPANTONIO ET. AL. PA 401(K) PROFIT SHARING PLAN · PENSACOLA, FL · plan year 2024

Reported admin expense ratio · 2024
0.38%

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

Levin Papantonio Rafferty Proctor Buchanan O'Brien Barr & Mougey, PA reported $120,591 in plan administrative expenses for 2024: 0.38% of average plan assets, above the peer median. Employer contributions averaged $6,691 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 0.42% to 0.38%. 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 758th-largest of 3,644 plans among Florida employers on file, and the 3,883rd of 11,654 in professional & technical services. In 2024, the employer put in $1.34 for every $1.00 employees contributed themselves.

Plan summary
Net assets, end of year$32,790,430
Participants with balances203
Active participants172
Employer contributions$1,150,928
Employee contributions$860,904
Employer contribution per active participant$6,691
Average account balance$161,529
Benefits paid to participants$4,492,473
Plan auditUnmodified (clean) audit opinion
AuditorAVIZO GROUP
Plan history3
Yearassets · accounts · employer contribution
2024$32.8M · 203 accts · $1.2M emplr
2023$30.6M · 211 accts · $1.0M emplr
2022$25.3M · 232 accts · $1.1M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$114,628
Investment management$204
Total administrative$120,591
The Levin Papantonio Rafferty Proctor Buchanan O'Brien Barr & Mougey, PA 401(k) match · 2024
Employer contribution per active participant$6,691
Median for plans this size$2,416
2024$6,691 per active participant
2023$6,538 per active participant
2022$6,044 per active participant

Levin Papantonio Rafferty Proctor Buchanan O'Brien Barr & Mougey, PA's 2024 employer contribution ran above the $2,416 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 · 20243
THE PENSION CENTER OF FLORIDA, INC. · Accounting / audit · Recordkeeping$4,700
JOHN HANCOCK LIFE INSURANCE CO.USA · Recordkeeping · Investment management$3,850
TRIAD INSURANCE INC · Investment advisory (participants)indirect comp

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

Recordkeeper by year2
2024John Hancock, THE PENSION CENTER OF FLORIDA, INC.
2023John Hancock, THE PENSION CENTER OF FLORIDA, INC.

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Administrative cost history3
2024$120,591 · 0.38%
2023$119,675 · 0.43%
2022$111,126 · 0.42%
Same employer
Similar plansProfessional & Technical Services · Florida
Smtc Corporation FL$33.7M · 0.63%
Metric Engineering, Inc. FL$32.0M · 0.34%
Freedom Scientific, Inc. FL$31.9M · 0.69%
Independent Living Systems FL$31.7M · 0.44%
Cph Consulting, LLC FL$31.5M · 0.19%

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Source: U.S. Department of Labor, Form 5500 series, EIN 591266412 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.