Plan Ledger DOL Form 5500 · updated monthly

Tallahassee Neurological Clinic, P.A.401(k)

TALLAHASSEE NEUROLOGICAL CLINIC, P.A. 401(K) PROFIT SHARING PLAN · TALLAHASSEE, FL · plan year 2024

Reported admin expense ratio · 2024
0.56%

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

Tallahassee Neurological Clinic, P.A. reported $73,956 in plan administrative expenses for 2024: 0.56% of average plan assets, higher than ~75% of peers. Employer contributions averaged $6,647 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.

The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other health care & social assistance employers. By assets it is the 1,434th-largest of 3,644 plans among Florida employers on file, and the 4,697th of 11,911 in health care & social assistance. In 2024, the employer put in $1.25 for every $1.00 employees contributed themselves.

Plan summary
Net assets, end of year$13,977,628
Participants with balances133
Active participants104
Employer contributions$691,314
Employee contributions$554,527
Employer contribution per active participant$6,647
Average account balance$105,095
Benefits paid to participants$1,610,394
Plan auditUnmodified (clean) audit opinion
AuditorRESJ, PC
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$3,624
Investment management$70,332
Total administrative$73,956
The Tallahassee Neurological Clinic, P.A. 401(k) match · 2024
Employer contribution per active participant$6,647
Median for plans this size$2,416

Tallahassee Neurological Clinic, 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
OSAIC WEALTH INC · Investment advisory (plan)$50,624
EMPOWER ADVISORY GROUP, LLC · Investment management$19,708

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

Administrative cost history1
2024$73,956 · 0.56%
Similar plansHealth Care & Social Assistance · Florida
Avow Hospice Inc. FL$14.1M · 0.01%
Lensar, Inc. FL$14.1M · 0.07%
Patriot National Inc. FL$14.1M · 0.10%
Apalachee Center, Inc. FL$14.0M · 0.69%
Tower Imaging, LLC FL$13.8M · 0.02%
Summit Care II, Inc. FL$13.7M · 0.03%

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Source: U.S. Department of Labor, Form 5500 series, EIN 591286000 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.