Plan Ledger DOL Form 5500 · updated monthly

Tampa Bay Treatment Associates, LLC401(k)

TAMPA BAY TREATMENT ASSOCIATES, LLC 401(K) PLAN · DEERFIELD BEACH, FL · plan year 2024

Reported admin expense ratio · 2024
2.00%

Tampa Bay Treatment Associates, LLC reported $20,192 in plan administrative expenses for 2024: 2.00% of average plan assets, higher than ~90% 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 $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other agriculture, forestry & fishing employers. By assets it is among the smaller plans on file in Florida (3,298th of 3,644), and 849th of 945 in agriculture, forestry & fishing.

Plan summary
Net assets, end of year$1,252,184
Participants with balances318
Active participants273
Employer contributions—
Employee contributions$515,967
Employer contribution per active participant—
Average account balance$3,938
Benefits paid to participants$149,265
Plan auditUnmodified (clean) audit opinion
AuditorCOHNREZNICK, LLC
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$20,192
Total administrative$20,192
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
JP MORGAN · Recordkeeping · Investment management$16,736
VESTWELL · Contract administrator · Investment advisory (plan)$3,456

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$20,192 · 2.00%
Same employer
Similar plansAgriculture, Forestry & Fishing · Florida
May Nursery, Inc. FL$1.9M · 0.16%
American Farms, LLC FL$1.8M · 1.50%
Esposito Nursery, Inc. FL$1.4M · 3.57%
Nature's Way Farms, LLC FL$488K · 1.17%
Eco Enterprises, LLC FL$18K · 0.54%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 833713245 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.