Plan Ledger DOL Form 5500 · updated monthly

Northeast Florida Community Action Agency, Inc.Profit-sharing plan

NORTHEAST FLORIDA COMMUNITY ACTION AGENCY, INC. RETIREMENT PLAN AND TRUST · JACKSONVILLE, FL · plan year 2022

Reported admin expense ratio · 2022
0.91%

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

Northeast Florida Community Action Agency, Inc. reported $18,061 in plan administrative expenses for 2022: 0.91% of average plan assets, higher than ~75% of peers. Employer contributions averaged $2,158 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.

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 (3,110th of 3,644), and 10,051st of 11,911 in health care & social assistance.

Plan summary
Net assets, end of year$1,998,804
Participants with balances42
Active participants24
Employer contributions$51,794
Employee contributions$0
Employer contribution per active participant$2,158
Average account balance$47,591
Benefits paid to participants$227,308
Plan auditUnmodified (clean) audit opinion
AuditorL.F. HARRIS & ASSOCIATES, CPA, PA
Administrative expenses, itemized · 2022
Investment management$18,061
Total administrative$18,061
Employer contributions to the Northeast Florida Community Action Agency, Inc. plan · 2022
Employer contribution per active participant$2,158
Median for plans this size$1,114

Northeast Florida Community Action Agency, Inc.'s 2022 employer contribution ran above the $1,114 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 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history1
2022$18,061 · 0.91%
Similar plansHealth Care & Social Assistance · Florida
Broward House, Inc. FL$2.2M · 0.72%
Rehab Department, LLC FL$2.1M · 1.66%
Etairos Health, Inc. FL$2.1M · 0.59%
Richmond Health Care, Inc. FL$2.0M · 19.82%
Community Supports, Inc. FL$1.9M · 0.14%

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Source: U.S. Department of Labor, Form 5500 series, EIN 591090517 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.