Plan Ledger DOL Form 5500 · updated monthly

Recurrent Ventures Inc.401(k)

RECURRENT VENTURES INC. 401(K) PLAN · MIAMI, FL · plan year 2024

Reported admin expense ratio · 2024
0.51%

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

Recurrent Ventures Inc. reported $38,921 in plan administrative expenses for 2024: 0.51% of average plan assets, below the peer median. Employer contributions averaged $2,867 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 1 year on file its reported administrative ratio rose from 0.28% to 0.51%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other information & media employers. By assets it is among the smaller plans on file in Florida (1,947th of 3,644), and 1,604th of 2,199 in information & media. In 2024, employees put in $3.09 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$8,556,198
Participants with balances232
Active participants185
Employer contributions$530,476
Employee contributions$1,640,052
Employer contribution per active participant$2,867
Average account balance$36,880
Benefits paid to participants$1,942,152
Plan auditUnmodified (clean) audit opinion
Plan history2
Yearassets · accounts · employer contribution
2024$8.6M · 232 accts · $530K emplr
2023$6.8M · 243 accts · $583K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$20,773
Investment management$18,148
Total administrative$38,921
The Recurrent Ventures Inc. 401(k) match · 2024
Employer contribution per active participant$2,867
Median for plans this size$1,313
2024$2,867 per active participant
2023$2,714 per active participant

Recurrent Ventures Inc.'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
CREATIVE PLANNING HOLDCO LLC DBA · Investment advisory (plan)$18,148

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

Administrative cost history2
2024$38,921 · 0.51%
2023$19,292 · 0.28%
Same employer
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McCi, LLC FL$7.1M · 0.34%
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Source: U.S. Department of Labor, Form 5500 series, EIN 863269903 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.