Plan Ledger DOL Form 5500 · updated monthly

Ocala Breeders' Sales Co., Inc.401(k)

OCALA BREEDERS' SALES CO., INC. 401(K) PROFIT SHARING PLAN · OCALA, FL · plan year 2024

Reported admin expense ratio · 2024
0.66%

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

Ocala Breeders' Sales Co., Inc. reported $32,709 in plan administrative expenses for 2024: 0.66% of average plan assets, above the peer median. Employer contributions averaged $1,795 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 0.55% to 0.66%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other agriculture, forestry & fishing employers. By assets it is among the smaller plans on file in Florida (2,432nd of 3,644), and 627th of 945 in agriculture, forestry & fishing. In 2024, employees put in $1.47 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$5,324,635
Participants with balances105
Active participants107
Employer contributions$192,075
Employee contributions$281,778
Employer contribution per active participant$1,795
Average account balance$50,711
Benefits paid to participants$315,879
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$5.3M · 105 accts · $192K emplr
2023$4.7M · 119 accts · $168K emplr
2022$4.0M · 100 accts · $175K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$4,377
Investment management$28,332
Total administrative$32,709
The Ocala Breeders' Sales Co., Inc. 401(k) match · 2024
Employer contribution per active participant$1,795
Median for plans this size$1,313
2024$1,795 per active participant
2023$1,572 per active participant
2022$1,591 per active participant

Ocala Breeders' Sales Co., Inc.'s 2024 employer contribution ran above the $1,313 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 · 20243
ADVUS FINANCIAL PARTNERS LLC · Recordkeeping · Trustee$6,064
ADP, INC. · Recordkeeping$4,377
ADP BROKER-DEALERindirect 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
2024ADP, ADVUS FINANCIAL PARTNERS LLC
2023Newport (Ascensus)

This plan has changed recordkeepers within these filings. If you left Ocala Breeders' Sales Co., 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$32,709 · 0.66%
2023$26,510 · 0.61%
2022$24,797 · 0.55%
Similar plansAgriculture, Forestry & Fishing · Florida
Gargiulo, Inc. FL$7.3M · 0.75%
I.M.G. Enterprise Inc FL$7.1M · 0.81%
Larson Dairy, Inc. FL$7.0M · 0.66%
Bethel Farms, Lllp FL$5.6M · 0.89%
B&W Quality Growers, LLC FL$5.3M · 0.04%
Agri-Starts, Inc. FL$5.0M · 0.31%

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Source: U.S. Department of Labor, Form 5500 series, EIN 591566113 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.