Plan Ledger DOL Form 5500 · updated monthly

Roig, Rosenberg, Martin & Bellido, P.A.401(k)

ROIG LAWYERS 401(K) PLAN · DEERFIELD BEACH, FL · plan year 2024

Reported admin expense ratio · 2024
0.22%

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

Roig, Rosenberg, Martin & Bellido, P.A. reported $34,196 in plan administrative expenses for 2024: 0.22% of average plan assets, below the peer median. Employer contributions averaged $3,770 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 0.06% to 0.22%. 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 1,261st-largest of 3,644 plans among Florida employers on file, and 6,156th of 11,654 in professional & technical services. In 2024, employees put in $2.08 for every $1.00 the employer contributed; active participation has shrunk from 146 to 127 since 2022.

Plan summary
Net assets, end of year$16,907,131
Participants with balances148
Active participants127
Employer contributions$478,761
Employee contributions$995,889
Employer contribution per active participant$3,770
Average account balance$114,237
Benefits paid to participants$874,463
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$16.9M · 148 accts · $479K emplr
2023$14.2M · 154 accts · $468K emplr
2022$11.9M · 166 accts · $430K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$6,330
Investment management$2,896
Total administrative$34,196
The Roig, Rosenberg, Martin & Bellido, P.A. 401(k) match · 2024
Employer contribution per active participant$3,770
Median for plans this size$2,416
2024$3,770 per active participant
2023$3,655 per active participant
2022$2,947 per active participant

Roig, Rosenberg, Martin & Bellido, 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 · 20242
GREAT VALLEY ADVISOR GROUPindirect comp
THE AIMPOINT GROUP · Other servicesindirect comp

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$34,196 · 0.22%
2023$22,117 · 0.17%
2022$7,404 · 0.06%
Same employer
Similar plansProfessional & Technical Services · Florida
Dignitas Technologies FL$17.0M · 0.02%
Usc Consulting Group LP FL$17.0M · 0.41%
Wilsonhcg, Inc. FL$16.9M · 1.32%
Brand Institute Inc FL$16.9M · 0.25%
Fortress Biotech Inc FL$16.9M · 0.03%

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Source: U.S. Department of Labor, Form 5500 series, EIN 651011119 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.