Plan Ledger DOL Form 5500 · updated monthly

North Florida Women's Care, P.A.401(k)

NORTH FLORIDA WOMEN'S CARE, P.A. RETIREMENT PLAN · TALLAHASSEE, FL · plan year 2024

Reported admin expense ratio · 2024
0.33%

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

North Florida Women's Care, P.A. reported $42,826 in plan administrative expenses for 2024: 0.33% of average plan assets, above the peer median. Employer contributions averaged $2,800 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 0.30% to 0.33%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other health care & social assistance employers. By assets it is the 1,493rd-largest of 3,644 plans among Florida employers on file, and the 4,888th of 11,911 in health care & social assistance. In 2024, employees put in $2.45 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$13,096,973
Participants with balances111
Active participants79
Employer contributions$221,194
Employee contributions$541,037
Employer contribution per active participant$2,800
Average account balance$117,991
Benefits paid to participants$2,185,354
Plan auditUnmodified (clean) audit opinion
AuditorTHOMAS HOWELL FERGUSON PA
Plan history3
Yearassets · accounts · employer contribution
2024$13.1M · 111 accts · $221K emplr
2023$12.7M · 123 accts · $217K emplr
2022$10.4M · 109 accts · $180K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$13,485
Investment management$29,341
Total administrative$42,826
The North Florida Women's Care, P.A. 401(k) match · 2024
Employer contribution per active participant$2,800
Median for plans this size$2,416
2024$2,800 per active participant
2023$2,819 per active participant
2022$2,114 per active participant

North Florida Women's Care, P.A.'s 2024 employer contribution ran above 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
TRANSAMERICA RETIREMENT SOLUTIONS · Recordkeeping · Loan processing$13,485
INTEGRATED WEALTH CONCEPTS LLC · Investment advisory (plan)$26,677

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

Recordkeeper by year2
2024Transamerica
2023Transamerica

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$42,826 · 0.33%
2023$28,789 · 0.25%
2022$34,602 · 0.30%
Similar plansHealth Care & Social Assistance · Florida
Health Choice Network, Inc FL$13.6M · 0.39%
United Way Miami, Inc. FL$12.9M · 0.27%
Embrace Families, Inc. FL$12.8M · 0.49%

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Source: U.S. Department of Labor, Form 5500 series, EIN 592825211 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.