Plan Ledger DOL Form 5500 · updated monthly

T.B.H.C., Inc.401(k)

T.B.H.C., INC. EMPLOYEES RETIREMENT PLAN & TRUST · ORLANDO, FL · plan year 2023

Reported admin expense ratio · 2023
0.49%

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

T.B.H.C., Inc. reported $73,146 in plan administrative expenses for 2023: 0.49% of average plan assets, higher than ~75% of peers. Employer contributions averaged $859 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 0.48%. The plan sits in the $10M–$50M size bracket, benchmarked here against 26,779 comparable plans and shown alongside other accommodation & food services employers. By assets it is the 1,302nd-largest of 3,644 plans among Florida employers on file, and the 371st of 2,240 in accommodation & food services. In 2023, employees put in $2.99 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$16,168,719
Participants with balances152
Active participants207
Employer contributions$177,870
Employee contributions$531,171
Employer contribution per active participant$859
Average account balance$106,373
Benefits paid to participants$1,226,901
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$14.3M · 145 accts · $162K emplr
2023$16.2M · 152 accts · $178K emplr
2022$13.9M · 151 accts · $169K emplr
Administrative expenses, itemized · 2023
Recordkeeping & contract admin$46,444
Investment management$26,702
Total administrative$73,146
The T.B.H.C., Inc. 401(k) match · 2023
Employer contribution per active participant$859
Median for plans this size$2,440
2024$771 per active participant
2023$859 per active participant
2022$846 per active participant

T.B.H.C., Inc.'s 2023 employer contribution ran below the $2,440 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 2023 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20233
ONEDIGITAL INVESTMENT ADVISORS LLC · Investment advisory (plan)$19,453
EMPOWER ADVISORY GROUP, LLC · Investment management$7,249

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

Administrative cost history3
2024$73,694 · 0.48%
2023$73,146 · 0.49%
2022$75,877 · 0.47%
Same employer
Similar plansAccommodation & Food Services · Florida
Joe's Stone Crabs, Inc. FL$18.4M · 0.10%
Club Med Sales, Inc. FL$17.8M · 0.56%
Flanigans Enterprises, Inc. FL$14.5M · 0.06%
The Gasparilla Inn, Inc. FL$13.8M · 0.64%
Sandestin Beach Hotel, LTD FL$13.4M · 0.60%
Millers Ale House, Inc FL$12.7M · 0.49%

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Source: U.S. Department of Labor, Form 5500 series, EIN 341045458 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.