Plan Ledger DOL Form 5500 · updated monthly

The Institute for Growth &401(k)

THE IGD 401K PLAN · ORANGE PARK, FL · plan year 2022

Reported admin expense ratio · 2022
0.09%

The Institute for Growth & reported $785 in plan administrative expenses for 2022: 0.09% of average plan assets, lower than ~75% 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 under $1M size bracket, benchmarked here against 4,041 comparable plans and shown alongside other health care & social assistance employers. By assets it is among the smaller plans on file in Florida (3,396th of 3,644), and 11,020th of 11,911 in health care & social assistance.

Plan summary
Net assets, end of year$863,802
Participants with balances54
Active participants104
Employer contributions—
Employee contributions$124,355
Employer contribution per active participant—
Average account balance$15,996
Benefits paid to participants$83,364
Plan auditUnmodified (clean) audit opinion
What these fees cost you

Annual cost at the plan's reported 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history1
2022$785 · 0.09%
Similar plansHealth Care & Social Assistance · Florida
Ciel Senior Living, LLC FL$972K · 1.30%
Employu, Inc. FL$923K · 2.00%

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Source: U.S. Department of Labor, Form 5500 series, EIN 300217525 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.