Plan Ledger DOL Form 5500 · updated monthly

Sandler, Travis & Rosenberg P.A.401(k)

ST&R/WTI RETIREMENT SAVINGS PLAN · MIAMI, FL · plan year 2024

Reported admin expense ratio · 2024
0.51%

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

Sandler, Travis & Rosenberg P.A. reported $135,871 in plan administrative expenses for 2024: 0.51% of average plan assets, higher than ~75% of peers. Employer contributions averaged $18,958 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 3 years on file its reported administrative ratio has held roughly steady near 0.51%. 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 854th-largest of 3,644 plans among Florida employers on file, and the 4,324th of 11,654 in professional & technical services. In 2024, the employer put in $1.01 for every $1.00 employees contributed themselves.

Plan summary
Net assets, end of year$28,594,128
Participants with balances186
Active participants71
Employer contributions$1,346,050
Employee contributions$1,331,830
Employer contribution per active participant$18,958
Average account balance$153,732
Benefits paid to participants$1,673,387
Plan auditUnmodified (clean) audit opinion
AuditorKAUFMAN, ROSSIN & CO PA
Plan history3
Yearassets · accounts · employer contribution
2024$28.6M · 186 accts · $1.3M emplr
2023$24.7M · 194 accts
2022$20.9M · 200 accts
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$58,202
Investment management$62,969
Audit (IQPA)$14,700
Total administrative$135,871
The Sandler, Travis & Rosenberg P.A. 401(k) match · 2024
Employer contribution per active participant$18,958
Median for plans this size$2,416

Sandler, Travis & Rosenberg P.A.'s 2024 employer contribution ran above the $2,416 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 · 20243
JOHN HANCOCK RETIREMENT PLAN SRVCS · Recordkeeping · Loan processing$172,489
LPL FINANCIAL LLC · Investment advisory (plan)$62,969
KAUFMAN, ROSSIN & CO PA · Accounting / audit$14,700

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

Recordkeeper by year2
2024John Hancock
2023John Hancock

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$135,871 · 0.51%
2023$101,798 · 0.45%
2022$110,586 · 0.49%
Similar plansProfessional & Technical Services · Florida
Voloridge, LLC FL$28.7M · 0.24%
Analytic Partners, Inc. FL$28.7M · 0.44%
Kerkering, Barberio & Co. FL$28.3M · 0.25%
S-One Holdings Corporation FL$28.3M · 0.63%

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Source: U.S. Department of Labor, Form 5500 series, EIN 592027519 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.