Plan Ledger DOL Form 5500 · updated monthly

Menorah Manor, Inc403(b)

MENORAH MANOR, INC. RETIREMENT SAVINGS INCENTIVE PLAN · ST. PETERSBURG, FL · plan year 2024

Reported admin expense ratio · 2024
0.57%

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

Menorah Manor, Inc reported $39,763 in plan administrative expenses for 2024: 0.57% of average plan assets, above the peer median. Employer contributions averaged $525 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 0.57%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other health care & social assistance employers. By assets it is among the smaller plans on file in Florida (2,125th of 3,644), and 6,754th of 11,911 in health care & social assistance. In 2024, employees put in $4.55 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$7,242,095
Participants with balances442
Active participants267
Employer contributions$140,150
Employee contributions$637,706
Employer contribution per active participant$525
Average account balance$16,385
Benefits paid to participants$1,162,556
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$7.2M · 442 accts · $140K emplr
2023$6.8M · 479 accts · $144K emplr
2022$6.7M · 440 accts · $133K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$36,074
Trustee / custodial$3,689
Total administrative$39,763
Employer contributions to the Menorah Manor, Inc plan · 2024
Employer contribution per active participant$525
Median for plans this size$1,313
2024$525 per active participant
2023$546 per active participant
2022$504 per active participant

Menorah Manor, Inc's 2024 employer contribution ran below the $1,313 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 · 20242
AMERITAS LIFE INSURANCE CORP · Claims processing · Contract administrator$36,219
MATRIX TRUST COMPANY · Custodial (securities) · Loan processing$3,689

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

Recordkeeper by year2
2024Ameritas
2023BLUESTAR RETIREMENT PLAN SERVICES

This plan has changed recordkeepers within these filings. If you left Menorah Manor, Inc before a switch, your account may sit at the earlier firm or in a rollover IRA. Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$39,763 · 0.57%
2023$39,719 · 0.59%
2022$39,828 · 0.59%
Same employer
Similar plansHealth Care & Social Assistance · Florida
Millenia Pediatrics, LLC FL$7.3M · 0.56%
Boley Centers, Inc. FL$7.2M · 0.30%

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Source: U.S. Department of Labor, Form 5500 series, EIN 592269292 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.