Plan Ledger DOL Form 5500 · updated monthly

One Touch Direct, LLC401(k)

ONE TOUCH DIRECT, LLC 401(K) PLAN · TAMPA, FL · plan year 2024

Reported admin expense ratio · 2024
0.70%

One Touch Direct, LLC reported $26,416 in plan administrative expenses for 2024: 0.70% of average plan assets, above the peer median. 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 fell from 1.18% to 0.70%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other administrative & support services employers. By assets it is among the smaller plans on file in Florida (2,669th of 3,644), and 1,572nd of 2,534 in administrative & support services.

Plan summary
Net assets, end of year$4,069,797
Participants with balances179
Active participants472
Employer contributions—
Employee contributions$437,528
Employer contribution per active participant—
Average account balance$22,736
Benefits paid to participants$532,410
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$4.1M · 179 accts
2023$3.5M · 206 accts
2022$2.8M · 195 accts
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$26,416
Total administrative$26,416
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
ADP, INC. · Loan processing · Recordkeeping$26,416
FREED MAXICK CPAS PC · Recordkeeping · Pension consulting$12,600

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, FREED MAXICK CPAS PC
2023ADP

This plan has changed recordkeepers within these filings. If you left One Touch Direct, LLC 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$26,416 · 0.70%
2023$22,555 · 0.72%
2022$34,627 · 1.18%
Same employer
Similar plansAdministrative & Support Services · Florida
Patronus Systems Inc. FL$4.4M · 1.76%
Sherloq Solutions, Inc. FL$4.2M · 0.37%
Cd Peo Plus, LLC FL$4.0M · 0.42%
Applicant Insight, Inc FL$3.6M · 0.40%

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Source: U.S. Department of Labor, Form 5500 series, EIN 300290059 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.