Plan Ledger DOL Form 5500 · updated monthly

New Horizons of the Treasure Coast, Inc.Profit-sharing plan

NEW HORIZONS PENSION PLAN · FORT PIERCE, FL · plan year 2022

Reported admin expense ratio · 2022
0.04%

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

New Horizons of the Treasure Coast, Inc. reported $2,183 in plan administrative expenses for 2022: 0.04% of average plan assets, lower than ~75% of peers. Employer contributions averaged $473 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 0.04% to 0.07%. The plan sits in the $1M–$10M size bracket, benchmarked here against 30,021 comparable plans and shown alongside other health care & social assistance employers. By assets it is among the smaller plans on file in Florida (2,582nd of 3,644), and 8,196th of 11,911 in health care & social assistance.

Plan summary
Net assets, end of year$4,540,944
Participants with balances303
Active participants417
Employer contributions$197,240
Employee contributions—
Employer contribution per active participant$473
Average account balance$14,987
Benefits paid to participants$796,314
Plan auditUnmodified (clean) audit opinion
AuditorKEEFE MCCULLOUGH & CO. LLP
Plan history3
Yearassets · accounts · employer contribution
2024$4.2M · 274 accts · $120K emplr
2023$4.5M · 285 accts · $195K emplr
2022$4.5M · 303 accts · $197K emplr
Administrative expenses, itemized · 2022
Recordkeeping & contract admin$2,183
Total administrative$2,183
Employer contributions to the New Horizons of the Treasure Coast, Inc. plan · 2022
Employer contribution per active participant$473
Median for plans this size$1,114
2024$305 per active participant
2023$441 per active participant
2022$473 per active participant

New Horizons of the Treasure Coast, Inc.'s 2022 employer contribution ran below the $1,114 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 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history3
2024$3,181 · 0.07%
2023$2,651 · 0.06%
2022$2,183 · 0.04%
All plans at this employer2
NEW HORIZONS PENSION PLANProfit-sharing plan
NEW HORIZONS EMPLOYEE SAVINGS PLAN403(b)
Same employer
Similar plansHealth Care & Social Assistance · Florida
Ventura Services Fl LLC FL$4.5M · 1.61%

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Source: U.S. Department of Labor, Form 5500 series, EIN 596153749 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.