Plan Ledger DOL Form 5500 · updated monthly

Positive Behavior Supports Corp401(k)

POSITIVE BEHAVIOR SUPPORTS CORPORATION 401(K) PROFIT SHARING PLAN AND TRUST · STUART, FL · plan year 2024

Reported admin expense ratio · 2024
0.97%

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

Positive Behavior Supports Corp reported $208,259 in plan administrative expenses for 2024: 0.97% of average plan assets, higher than ~90% of peers. Employer contributions averaged $417 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 0.77% to 0.97%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other professional & technical services employers. By assets it is the 908th-largest of 3,644 plans among Florida employers on file, and the 4,579th of 11,654 in professional & technical services. In 2024, employees put in $4.83 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$26,346,868
Participants with balances5,290
Active participants3,357
Employer contributions$1,400,321
Employee contributions$6,758,242
Employer contribution per active participant$417
Average account balance$4,981
Benefits paid to participants$1,237,690
Plan auditUnmodified (clean) audit opinion
AuditorCOTLAR, PLLC
Plan history3
Yearassets · accounts · employer contribution
2024$26.3M · 5,290 accts · $1.4M emplr
2023$16.7M · 4,381 accts · $1.1M emplr
2022$8.0M · 4,093 accts · $608K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$208,259
Total administrative$208,259
The Positive Behavior Supports Corp 401(k) match · 2024
Employer contribution per active participant$417
Median for plans this size$2,416
2024$417 per active participant
2023$393 per active participant
2022$167 per active participant

Positive Behavior Supports Corp's 2024 employer contribution ran below the $2,416 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 · 20242
FUTUREPLAN BY ASCENSUS · Recordkeeping$37,716
LINCOLN NATIONAL CORPORATION · Contract administrator$161,574

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

Recordkeeper by year2
2024Ascensus
2023Ascensus

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

Administrative cost history3
2024$208,259 · 0.97%
2023$112,077 · 0.91%
2022$50,128 · 0.77%
Similar plansProfessional & Technical Services · Florida
S-One Holdings Corporation FL$28.3M · 0.63%
Parametric Solutions Inc. FL$27.3M · 0.20%
Sr Technologies, Inc. FL$26.0M · 0.01%
Revalize Software, Inc. FL$25.9M · 0.29%
Biotissue Holdings, Inc. FL$25.6M · 0.34%
HX5 Sierra, LLC FL$25.6M · 0.44%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 205268843 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.