Plan Ledger DOL Form 5500 · updated monthly

Osceola County Council on Aging, Inc401(k)

403(B) THRIFT PLAN OF OSCEOLA COUNTY COUNCIL ON AGING, INC. · KISSIMMEE, FL · plan year 2024

Reported admin expense ratio · 2024
0.21%

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

Osceola County Council on Aging, Inc reported $1,004 in plan administrative expenses for 2024: 0.21% of average plan assets, lower 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 0.15% to 0.21%. The plan sits in the under $1M size bracket, benchmarked here against 1,109 comparable plans and shown alongside other other services employers. By assets it is among the smaller plans on file in Florida (3,486th of 3,644), and 3,179th of 3,341 in other services.

Plan summary
Net assets, end of year$520,196
Participants with balances123
Active participants198
Employer contributions$0
Employee contributions$71,757
Employer contribution per active participant$0
Average account balance$4,229
Benefits paid to participants$15,309
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$520K · 123 accts
2023$424K · 136 accts
2022$337K · 146 accts
The Osceola County Council on Aging, Inc 401(k) match · 2024
Employer contribution per active participant$0
Median for plans this size$540

Osceola County Council on Aging, Inc's 2024 employer contribution ran below the $540 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 · 20241
MUTUAL OF AMERICA INVESTMENT CORP · Claims processing · Recordkeeping$1,004

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

Recordkeeper by year2
2024Mutual of America
2023Mutual of America

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$1,004 · 0.21%
2023$692 · 0.18%
2022$503 · 0.15%
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Source: U.S. Department of Labor, Form 5500 series, EIN 591595398 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.