Plan Ledger DOL Form 5500 · updated monthly

Oracle Elevator Holdco, Inc.401(k)

ORACLE ELEVATOR COMPANY RETIREMENT SAVINGS PLAN · TAMPA, FL · plan year 2024

Reported admin expense ratio · 2024
0.65%

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

Oracle Elevator Holdco, Inc. reported $172,076 in plan administrative expenses for 2024: 0.65% of average plan assets, higher than ~90% of peers. Employer contributions averaged $1,876 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 3 years on file its reported administrative ratio has held roughly steady near 0.650%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other construction employers. By assets it is the 882nd-largest of 3,644 plans among Florida employers on file, and the 1,630th of 5,337 in construction. In 2024, employees put in $2.22 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$27,415,628
Participants with balances486
Active participants633
Employer contributions$1,187,672
Employee contributions$2,638,769
Employer contribution per active participant$1,876
Average account balance$56,411
Benefits paid to participants$5,118,494
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$27.4M · 486 accts · $1.2M emplr
2023$25.5M · 470 accts · $1.1M emplr
2022$24.6M · 510 accts · $1.2M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$172,076
Total administrative$172,076
The Oracle Elevator Holdco, Inc. 401(k) match · 2024
Employer contribution per active participant$1,876
Median for plans this size$2,416
2024$1,876 per active participant
2023$1,765 per active participant
2022$1,885 per active participant

Oracle Elevator Holdco, Inc.'s 2024 employer contribution ran below 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 · 20243
PRINCIPAL LIFE INSURANCE COMPANY · Contract administrator · Loan processing$172,075
CREATIVE PLANNING, INC. · Investment advisory (plan)indirect comp
MORNINGSTAR INVESTMENT MANAGEMENT L · Investment advisory (participants)indirect comp

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

Administrative cost history3
2024$172,076 · 0.65%
2023$157,243 · 0.63%
2022$163,847 · 0.65%
Same employer
Similar plansConstruction · Florida
Ridgeway Plumbing, Inc. FL$28.1M · 0.05%
Minto Communities, LLC FL$26.9M · 0.49%
The Corradino Group, Inc. FL$25.9M · 0.02%

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Source: U.S. Department of Labor, Form 5500 series, EIN 821431166 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.