Ted Todd Insurance Agency, Inc.401(k)
TED TODD INSURANCE AGENCY, INC.401(K) PROFIT SHARING PLAN AND TRUST · ESTERO, FL · plan year 2023
Peer grade: A- · admin costs + employer contributions vs same-size plans · how grading works
Ted Todd Insurance Agency, Inc. reported $225 in plan administrative expenses for 2023: 0.02% of average plan assets, lower than ~75% of peers. Employer contributions averaged $1,451 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 has held roughly steady near 0.022%. The plan sits in the $1M–$10M size bracket, benchmarked here against 22,307 comparable plans and shown alongside other finance & insurance employers. By assets it is among the smaller plans on file in Florida (3,353rd of 3,644), and 4,721st of 4,798 in finance & insurance. In 2023, employees put in $2.27 for every $1.00 the employer contributed.
Ted Todd Insurance Agency, Inc.'s 2023 employer contribution ran above the $1,308 median for plans its size. 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.
Annual cost at the plan's reported 2023 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.
Why are you looking at this plan?
Source: U.S. Department of Labor, Form 5500 series, EIN 650537928 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.