Plan Ledger DOL Form 5500 · updated monthly

The Crisis Center of Tampa Bay, Inc.401(k)

THE CRISIS CENTER OF TAMPA BAY, INC. 401(K) EMPLOYEE SAVINGS PLAN · TAMPA, FL · plan year 2024

Reported admin expense ratio · 2024
0.76%

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

The Crisis Center of Tampa Bay, Inc. reported $43,418 in plan administrative expenses for 2024: 0.76% of average plan assets, above the peer median. Employer contributions averaged $1,118 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 1.26% to 0.76%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other health care & social assistance employers. By assets it is among the smaller plans on file in Florida (2,178th of 3,644), and 6,919th of 11,911 in health care & social assistance. In 2024, employees put in $1.67 for every $1.00 the employer contributed; active participation has grown from 168 to 333 since 2022.

Plan summary
Net assets, end of year$6,891,011
Participants with balances363
Active participants333
Employer contributions$372,426
Employee contributions$622,292
Employer contribution per active participant$1,118
Average account balance$18,984
Benefits paid to participants$509,930
Plan auditUnmodified (clean) audit opinion
AuditorRIVERO, GORDIMER & COMPANY, P.A.
Plan history3
Yearassets · accounts · employer contribution
2024$6.9M · 363 accts · $372K emplr
2023$4.5M · 262 accts · $212K emplr
2022$4.0M · 424 accts · $249K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$43,418
Total administrative$43,418
The The Crisis Center of Tampa Bay, Inc. 401(k) match · 2024
Employer contribution per active participant$1,118
Median for plans this size$1,313
2024$1,118 per active participant
2023$915 per active participant
2022$1,485 per active participant

The Crisis Center of Tampa Bay, Inc.'s 2024 employer contribution ran below the $1,313 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.

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
PRINCIPAL LIFE INSURANCE COMPANY · Contract administrator · Loan processing$43,417
KESTRA ADVISORY SERVICES, LLC · Investment advisory (plan)indirect comp
MORNINGSTAR INVESTMENT MANAGEMENT L · Investment advisory (participants)indirect comp

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$43,418 · 0.76%
2023$43,547 · 1.02%
2022$47,345 · 1.26%
Same employer
Similar plansHealth Care & Social Assistance · Florida
Vault Health, Inc FL$6.9M · 0.61%
American Care Inc. FL$6.8M · 0.83%

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Source: U.S. Department of Labor, Form 5500 series, EIN 591785265 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.