Plan Ledger DOL Form 5500 · updated monthly

Southwest Florida Home Care Inc.401(k)

SOUTHWEST FLORIDA HOME CARE INC. 401(K) PLAN · TAMPA, FL · plan year 2022

Reported admin expense ratio · 2022
0.23%

Southwest Florida Home Care Inc. reported $861 in plan administrative expenses for 2022: 0.23% 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 health care & social assistance employers. By assets it is among the smaller plans on file in Florida (3,520th of 3,644), and 11,476th of 11,911 in health care & social assistance.

Plan summary
Net assets, end of year$389,630
Participants with balances14
Active participants84
Employer contributions—
Employee contributions$103,935
Employer contribution per active participant—
Average account balance$27,831
Benefits paid to participants$19,652
Plan auditUnmodified (clean) audit opinion
AuditorTUSCAN & COMPANY, PA
Administrative expenses, itemized · 2022
Investment management$264
Total administrative$861
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$861 · 0.23%
Similar plansHealth Care & Social Assistance · Florida
Lamz LLC FL$496K · 1.41%
Bridges of America, Inc. FL$486K · 1.11%
Treatmentx Mangement LLC FL$455K · 0.50%
Partners in Senior Care FL$359K · 0.29%
Mod Behavior Aba, LLC FL$358K · 0.51%

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Source: U.S. Department of Labor, Form 5500 series, EIN 300083209 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.