Plan Ledger DOL Form 5500 · updated monthly

Sidecar HR LLC401(k)

SIDECAR HR 401(K) PLAN · ORLANDO, FL · plan year 2024

Reported admin expense ratio · 2024
0.75%

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

Sidecar HR LLC reported $238,846 in plan administrative expenses for 2024: 0.75% of average plan assets, higher than ~90% of peers. Employer contributions averaged $1,169 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 0.20% to 0.75%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other administrative & support services employers. By assets it is the 712th-largest of 3,644 plans among Florida employers on file, and the 400th of 2,534 in administrative & support services. In 2024, employees put in $2.07 for every $1.00 the employer contributed; active participation has grown from 734 to 1,286 since 2022.

Plan summary
Net assets, end of year$35,568,496
Participants with balances683
Active participants1,286
Employer contributions$1,503,698
Employee contributions$3,109,337
Employer contribution per active participant$1,169
Average account balance$52,077
Benefits paid to participants$3,593,342
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$35.6M · 683 accts · $1.5M emplr
2023$28.0M · 851 accts · $1.2M emplr
2022$24.9M · 600 accts · $1.6M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$128,642
Investment management$109,996
Trustee / custodial$208
Total administrative$238,846
The Sidecar HR LLC 401(k) match · 2024
Employer contribution per active participant$1,169
Median for plans this size$2,416
2024$1,169 per active participant
2023$738 per active participant
2022$2,242 per active participant

Sidecar HR LLC'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 · 20246
TRANSAMERICA RETIREMENT SOLUTIONS, · Recordkeeping · Loan processing$82,129
KESTRA ADVISORY SERVICES LLC · Investment advisory (plan)$96,247
SIDECAR HR LLC$46,160
ENVESTNET RETIREMENT SOLUTIONS · Investment advisory (plan)$13,750
AMERICAN GENERAL INS AGENCY INCindirect comp

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

Recordkeeper by year2
2024Transamerica
2023Transamerica

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

Administrative cost history3
2024$238,846 · 0.75%
2023$71,384 · 0.27%
2022$52,412 · 0.20%
Similar plansAdministrative & Support Services · Florida
HR Delivered LLC FL$37.9M · 1.08%
Hays U.S. Corporation FL$36.2M · 0.43%
Valet Living,Llc FL$32.5M · 0.46%
Travelopia USA, Inc. FL$31.8M · 0.54%
Harvard Maintenance, Inc. FL$29.4M · 0.25%

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Source: U.S. Department of Labor, Form 5500 series, EIN 471501861 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.