Plan Ledger DOL Form 5500 · updated monthly

Professional Health Care of Pi401(k)

PROFESSIONAL HEALTH CARE OF PI 401(K) PROFIT SHARING PLAN & TRUST · ST PETERSBURG, FL · plan year 2024

Reported admin expense ratio · 2024
1.06%

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

Professional Health Care of Pi reported $75,546 in plan administrative expenses for 2024: 1.06% of average plan assets, higher than ~75% of peers. Employer contributions averaged $2,863 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 0.99% to 1.06%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other health care & social assistance employers. By assets it is among the smaller plans on file in Florida (2,022nd of 3,644), and 6,472nd of 11,911 in health care & social assistance. In 2024, employees put in $2.15 for every $1.00 the employer contributed; active participation has grown from 119 to 137 since 2022.

Plan summary
Net assets, end of year$7,962,496
Participants with balances121
Active participants137
Employer contributions$392,280
Employee contributions$842,793
Employer contribution per active participant$2,863
Average account balance$65,806
Benefits paid to participants$392,464
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$8.0M · 121 accts · $392K emplr
2023$6.4M · 109 accts · $334K emplr
2022$5.0M · 105 accts · $298K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$14,563
Investment management$57,855
Trustee / custodial$860
Total administrative$75,546
The Professional Health Care of Pi 401(k) match · 2024
Employer contribution per active participant$2,863
Median for plans this size$1,313
2024$2,863 per active participant
2023$2,511 per active participant
2022$2,502 per active participant

Professional Health Care of Pi's 2024 employer contribution ran above the $1,313 median for plans its size, placing it in the top 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$14,563
CAPITAL MARKETS IQ LLC · Investment advisory (participants)$57,855

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
2023CAPITAL MARKETS IQ LLC, Paychex

This plan has changed recordkeepers within these filings. If you left Professional Health Care of Pi 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$75,546 · 1.06%
2023$57,509 · 1.02%
2022$48,485 · 0.99%
Same employer
Similar plansHealth Care & Social Assistance · Florida
Foundcare, Inc. FL$8.1M · 0.42%
Podicare Services, Inc. FL$7.9M · 0.43%

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Source: U.S. Department of Labor, Form 5500 series, EIN 593440564 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.