Plan Ledger DOL Form 5500 · updated monthly

Rissman, Barrett, Hurt, Donahue, McLain & Mangan, P.A401(k)

RISSMAN, BARRETT, HURT, DONAHUE, MCLAIN & MANGAN, P.A. EMPLOYEES' SAVINGS TRUST · ORLANDO, FL · plan year 2024

Reported admin expense ratio · 2024
0.38%

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

Rissman, Barrett, Hurt, Donahue, McLain & Mangan, P.A reported $151,002 in plan administrative expenses for 2024: 0.38% of average plan assets, above the peer median. Employer contributions averaged $2,870 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 0.35% to 0.38%. 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 642nd-largest of 3,644 plans among Florida employers on file, and the 3,281st of 11,654 in professional & technical services. In 2024, employees put in $2.31 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$40,261,696
Participants with balances214
Active participants203
Employer contributions$582,639
Employee contributions$1,343,797
Employer contribution per active participant$2,870
Average account balance$188,139
Benefits paid to participants$6,426,679
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$40.3M · 214 accts · $583K emplr
2023$39.2M · 264 accts · $384K emplr
2022$33.8M · 253 accts · $384K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$93,138
Investment management$41,364
Audit (IQPA)$16,500
Total administrative$151,002
The Rissman, Barrett, Hurt, Donahue, McLain & Mangan, P.A 401(k) match · 2024
Employer contribution per active participant$2,870
Median for plans this size$2,416
2024$2,870 per active participant
2023$1,601 per active participant
2022$2,041 per active participant

Rissman, Barrett, Hurt, Donahue, McLain & Mangan, P.A's 2024 employer contribution ran above the $2,416 median for plans its size. 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 · 20244
PNC BANK NA · Investment advisory (plan)$34,446
REHMANN LLC DBA REHMANN FINANCIAL G · Accounting / audit$16,500
EMPOWER ADVISORY GROUP, LLC · Investment management$6,918

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

Administrative cost history3
2024$151,002 · 0.38%
2023$130,455 · 0.36%
2022$134,517 · 0.35%
Same employer
Similar plansProfessional & Technical Services · Florida
Coastal Cloud, LLC FL$40.9M · 0.28%
Conroy Simberg, P.A. FL$39.9M · 0.08%
Outcomes One, Inc FL$39.8M · 0.33%
Scribe Opco., Inc. FL$39.1M · 0.30%
Integra Connect Newco, LLC FL$38.4M · 0.21%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 591759654 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.