Plan Ledger DOL Form 5500 · updated monthly

Royal Shell Vacations, Inc.401(k)

ROYAL SHELL VACATIONS, INC. 401(K) PROFIT SHARING PLAN AND T · FORT MYERS, FL · plan year 2022

Reported admin expense ratio · 2022
0.11%

Royal Shell Vacations, Inc. reported $565 in plan administrative expenses for 2022: 0.11% of average plan assets, lower than ~75% of peers. 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.

The plan sits in the under $1M size bracket, benchmarked here against 4,041 comparable plans and shown alongside other real estate & leasing employers. By assets it is among the smaller plans on file in Florida (3,500th of 3,644), and 2,038th of 2,096 in real estate & leasing.

Plan summary
Net assets, end of year$475,212
Participants with balances35
Active participants111
Employer contributions—
Employee contributions$124,813
Employer contribution per active participant—
Average account balance$13,577
Benefits paid to participants$73,646
Plan auditUnmodified (clean) audit opinion
AuditorMELLOTT & MELLOTT P.L.L.
What these fees cost you

Annual cost at the plan's reported 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history1
2022$565 · 0.11%
Same employer
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Tzadik Properties, LLC FL$774K · 2.11%
Miami Management, Inc. FL$305K · 1.73%
Er Travel LLC FL$212K · 1.74%

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Source: U.S. Department of Labor, Form 5500 series, EIN 650753690 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.