Plan Ledger DOL Form 5500 · updated monthly

Orlando Sports Holdings LLC401(k)

ORLANDO SPORTS HOLDINGS, LLC 401(K) PLAN · ORLANDO, FL · plan year 2024

Reported admin expense ratio · 2024
0.84%

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

Orlando Sports Holdings LLC reported $23,008 in plan administrative expenses for 2024: 0.84% of average plan assets, higher than ~75% of peers. Employer contributions averaged $0 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 0.56% to 0.84%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other arts, entertainment & recreation employers. By assets it is among the smaller plans on file in Florida (2,818th of 3,644), and 1,044th of 1,311 in arts, entertainment & recreation. active participation has grown from 222 to 246 since 2022.

Plan summary
Net assets, end of year$3,355,455
Participants with balances330
Active participants246
Employer contributions$0
Employee contributions$816,240
Employer contribution per active participant$0
Average account balance$10,168
Benefits paid to participants$254,174
Plan auditUnmodified (clean) audit opinion
AuditorRSM US LLP
Plan history3
Yearassets · accounts · employer contribution
2024$3.4M · 330 accts
2023$2.2M · 253 accts
2022$1.4M · 97 accts
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$8,912
Investment management$14,096
Total administrative$23,008
The Orlando Sports Holdings LLC 401(k) match · 2024
Employer contribution per active participant$0
Median for plans this size$1,313

Orlando Sports Holdings LLC's 2024 employer contribution ran below the $1,313 median for plans its size, in the bottom 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 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20244
GLOBAL RETIREMENT PARTNERS LLC · Investment advisory (plan)$6,983
WELLTH ADVISORY SERVICES LLC · Investment advisory (plan)$6,245
EMPOWER ADVISORY GROUP, LLC · Investment management$868

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$23,008 · 0.84%
2023$11,513 · 0.65%
2022$7,976 · 0.56%
Same employer
Similar plansArts, Entertainment & Recreation · Florida
Fun Spot of Florida, Inc. FL$4.0M · 0.27%
Miami City Ballet, Inc. FL$3.6M · 0.42%
Norton Museum of Art, Inc FL$3.1M · 0.11%
Sarasota Yacht Club Inc FL$2.9M · 0.72%

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Source: U.S. Department of Labor, Form 5500 series, EIN 261550157 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.