Plan Ledger DOL Form 5500 · updated monthly

Pride Rock Capital Management401(k)

PRIDE ROCK CAPITAL MANAGEMENT 401(K) PROFIT SHARING PLAN & TRUST · PALM BEACH GARDENS, FL · plan year 2024

Reported admin expense ratio · 2024
0.73%

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

Pride Rock Capital Management reported $32,533 in plan administrative expenses for 2024: 0.73% of average plan assets, above the peer median. Employer contributions averaged $650 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 0.73%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other real estate & leasing employers. By assets it is among the smaller plans on file in Florida (2,486th of 3,644), and 1,512th of 2,096 in real estate & leasing. In 2024, employees put in $2.99 for every $1.00 the employer contributed; active participation has grown from 352 to 431 since 2022.

Plan summary
Net assets, end of year$5,027,325
Participants with balances271
Active participants431
Employer contributions$280,096
Employee contributions$838,463
Employer contribution per active participant$650
Average account balance$18,551
Benefits paid to participants$475,629
Plan auditUnmodified (clean) audit opinion
AuditorGRANDIZIO, WILKINGS, LITTLE AND MAT
Plan history3
Yearassets · accounts · employer contribution
2024$5.0M · 271 accts · $280K emplr
2023$3.9M · 243 accts · $261K emplr
2022$2.7M · 225 accts · $209K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$13,516
Investment management$19,017
Total administrative$32,533
The Pride Rock Capital Management 401(k) match · 2024
Employer contribution per active participant$650
Median for plans this size$1,313
2024$650 per active participant
2023$659 per active participant
2022$593 per active participant

Pride Rock Capital Management'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 · 20242
PAYCHEX, INC. · Recordkeeping$13,516
AMERIPRISE FINANCIAL SERVICES · Investment advisory (participants)$19,017

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

Recordkeeper by year2
2024Paychex
2023Paychex, Raymond James

This plan has changed recordkeepers within these filings. If you left Pride Rock Capital Management 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$32,533 · 0.73%
2023$22,815 · 0.70%
2022$19,461 · 0.74%
Similar plansReal Estate & Leasing · Florida
Agpm, LLC FL$5.3M · 1.13%
Holland Pump Company FL$5.2M · 0.06%
Chhj Franchising L.L.C. FL$5.1M · 1.86%
Advenir Living, LLC FL$5.0M · 1.69%

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Source: U.S. Department of Labor, Form 5500 series, EIN 262415741 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.