Plan Ledger DOL Form 5500 · updated monthly

Tavistock Corporation401(k)

TAVISTOCK 401(K) PLAN · WINDERMERE, FL · plan year 2024

Reported admin expense ratio · 2024
0.34%

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

Tavistock Corporation reported $134,255 in plan administrative expenses for 2024: 0.34% of average plan assets, above the peer median. Employer contributions averaged $1,265 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 2 years on file its reported administrative ratio fell from 0.46% to 0.34%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other arts, entertainment & recreation employers. By assets it is the 607th-largest of 3,644 plans among Florida employers on file, and the 235th of 1,311 in arts, entertainment & recreation. In 2024, employees put in $4.70 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$42,950,325
Participants with balances896
Active participants667
Employer contributions$843,632
Employee contributions$3,960,966
Employer contribution per active participant$1,265
Average account balance$47,936
Benefits paid to participants$1,853,244
Plan auditUnmodified (clean) audit opinion
AuditorRICHEY MAY & CO
Plan history3
Yearassets · accounts · employer contribution
2024$43.0M · 896 accts · $844K emplr
2023$35.4M · 876 accts · $736K emplr
2022$28.4M · 900 accts · $515K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$84,287
Investment management$30,000
Audit (IQPA)$9,900
Total administrative$134,255
The Tavistock Corporation 401(k) match · 2024
Employer contribution per active participant$1,265
Median for plans this size$2,416
2024$1,265 per active participant
2023$1,076 per active participant
2022$717 per active participant

Tavistock Corporation's 2024 employer contribution ran below the $2,416 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 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20244
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$84,287
ONEDIGITAL INVESTMENT ADVISORS LLC · Investment advisory (plan)$30,000
CBIZ BENEFITS AND INSURANCE SERVICE · Consulting$10,068
RICHEY, MAY & CO, LLP · Accounting / audit$9,900

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$134,255 · 0.34%
2023$132,426 · 0.42%
2022$140,245 · 0.46%
Same employer
Similar plansArts, Entertainment & Recreation · Florida
Miami Dolphins, LTD. FL$56.6M · 0.10%
Jacksonville Jaguars, LLC FL$46.8M · 0.07%
Orlando Magic, LTD. FL$39.0M · 0.32%
Vinik Sports Group LLC FL$35.7M · 0.29%
John's Island Club, Inc. FL$31.7M · 0.15%

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Source: U.S. Department of Labor, Form 5500 series, EIN 592117458 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.