Plan Ledger DOL Form 5500 · updated monthly

Tampa Jcc/Federation, Inc.401(k)

TAMPA JCC/FEDERATION, INC. 401K · TAMPA, FL · plan year 2023

Reported admin expense ratio · 2023
0.68%

Tampa Jcc/Federation, Inc. reported $7,517 in plan administrative expenses for 2023: 0.68% of average plan assets, above the peer median. 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 0.72% to 0.80%. The plan sits in the $1M–$10M size bracket, benchmarked here against 22,307 comparable plans and shown alongside other other services employers. By assets it is among the smaller plans on file in Florida (3,306th of 3,644), and 3,028th of 3,341 in other services. active participation has grown from 157 to 181 since 2022.

Plan summary
Net assets, end of year$1,223,966
Participants with balances172
Active participants181
Employer contributions—
Employee contributions$137,519
Employer contribution per active participant—
Average account balance$7,116
Benefits paid to participants$41,057
Plan auditUnmodified (clean) audit opinion
AuditorRSM US LLP
Plan history3
Yearassets · accounts · employer contribution
2024$1.2M · 167 accts
2023$1.2M · 172 accts
2022$976K · 149 accts
Administrative expenses, itemized · 2023
Recordkeeping & contract admin$2,326
Investment management$5,191
Total administrative$7,517
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 · 20236
JAFFE TILCHIN INVESTMENT PARTNERS · Recordkeeping · Trustee$5,191
JAFFE TILCHIN INVESTMENT PARTNERS · Recordkeeping · Trustee$5,191
ADP, INC. · Loan processing · Recordkeeping$2,325
ADP, INC. · Loan processing · Recordkeeping$2,325
ADP BROKER-DEALER · Other servicesindirect comp
ADP BROKER-DEALER · Other servicesindirect 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
2024ADP, JAFFE TILCHIN INVESTMENT PARTNERS
2023ADP, JAFFE TILCHIN INVESTMENT PARTNERS

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Administrative cost history3
2024$9,453 · 0.80%
2023$7,517 · 0.68%
2022$7,810 · 0.72%
Same employer
Similar plansOther Services · Florida
KIRT04, Inc. FL$1.4M · 0.97%
Springs Food Service LLC FL$1.2M · 1.55%

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Source: U.S. Department of Labor, Form 5500 series, EIN 237182057 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.