Plan Ledger DOL Form 5500 · updated monthly

Scribe Opco., Inc.401(k)

KOOZIE GROUP 401(K) SAVINGS & INVESTMENT PLAN · CLEARWATER, FL · plan year 2024

Reported admin expense ratio · 2024
0.30%

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

Scribe Opco., Inc. reported $111,946 in plan administrative expenses for 2024: 0.30% of average plan assets, above the peer median. Employer contributions averaged $826 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 6 years on file its reported administrative ratio rose from 0.21% to 0.30%. 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 655th-largest of 3,644 plans among Florida employers on file, and the 3,357th of 11,654 in professional & technical services. In 2024, employees put in $2.83 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$39,146,771
Participants with balances961
Active participants1,281
Employer contributions$1,058,056
Employee contributions$2,991,582
Employer contribution per active participant$826
Average account balance$40,735
Benefits paid to participants$4,120,959
Plan auditUnmodified (clean) audit opinion
Plan history7
Yearassets · accounts · employer contribution
2024$39.1M · 961 accts · $1.1M emplr
2023$34.3M · 991 accts · $1.1M emplr
2022$28.3M · 1,181 accts · $1.1M emplr
2020$25.6M · 1,195 accts · $256K emplr
2019$21.8M · 1,318 accts · $1.4M emplr
2018$12.4M · 1,311 accts · $1.5M emplr
2017$893K · 1,261 accts · $205K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$111,946
Total administrative$111,946
The Scribe Opco., Inc. 401(k) match · 2024
Employer contribution per active participant$826
Median for plans this size$2,416
2024$826 per active participant
2023$784 per active participant
2022$765 per active participant
2020$196 per active participant
2019$894 per active participant

Scribe Opco., Inc.'s 2024 employer contribution ran below the $2,416 median for plans its size, in the bottom 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
THE VANGUARD GROUP INC. · Recordkeeping · Loan processing$111,546

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

Recordkeeper by year2
2024Vanguard
2023Vanguard

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

Administrative cost history7
2024$111,946 · 0.30%
2023$88,872 · 0.28%
2022$22,925 · 0.08%
2020$19,319 · 0.08%
2019$28,293 · 0.17%
2018$13,762 · 0.21%
2017Not separately reported
Same employer
Similar plansProfessional & Technical Services · Florida
Conroy Simberg, P.A. FL$39.9M · 0.08%
Outcomes One, Inc FL$39.8M · 0.33%
Integra Connect Newco, LLC FL$38.4M · 0.21%
Axogen Corporation FL$37.6M · 0.41%
Bush Ross, P.A. FL$37.4M · 0.01%

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Source: U.S. Department of Labor, Form 5500 series, EIN 821795538 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.