Plan Ledger DOL Form 5500 · updated monthly

The Jaeb Center for Health Research, Inc.401(k)

THE JAEB CENTER FOR HEALTH RESEARCH, INC. 401(K) PROFIT SHARING PLAN AND TRUST · TAMPA, FL · plan year 2024

Reported admin expense ratio · 2024
0.30%

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

The Jaeb Center for Health Research, Inc. reported $96,815 in plan administrative expenses for 2024: 0.30% of average plan assets, above the peer median. Employer contributions averaged $4,560 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 3 years on file its reported administrative ratio has held roughly steady near 0.30%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other professional & technical services employers. By assets it is the 705th-largest of 3,644 plans among Florida employers on file, and the 3,610th of 11,654 in professional & technical services. In 2024, employees put in $2.19 for every $1.00 the employer contributed; active participation has grown from 150 to 173 since 2022.

Plan summary
Net assets, end of year$35,833,782
Participants with balances226
Active participants173
Employer contributions$788,829
Employee contributions$1,728,231
Employer contribution per active participant$4,560
Average account balance$158,557
Benefits paid to participants$743,999
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$35.8M · 226 accts · $789K emplr
2023$29.8M · 205 accts · $719K emplr
2022$23.9M · 197 accts · $656K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$47,171
Investment management$49,559
Total administrative$96,815
The The Jaeb Center for Health Research, Inc. 401(k) match · 2024
Employer contribution per active participant$4,560
Median for plans this size$2,416
2024$4,560 per active participant
2023$4,610 per active participant
2022$4,375 per active participant

The Jaeb Center for Health Research, Inc.'s 2024 employer contribution ran above the $2,416 median for plans its size, placing it in the top 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 · 20242
JOHN HANCOCK LIFE INSURANCE COMPANY · Recordkeeping · Investment management$7,102
INDEPENDENT FINANCIAL PARTNERS · Investment advisory (participants)$49,559

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Recordkeeper by year2
2024John Hancock
2023John Hancock

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$96,815 · 0.30%
2023$77,798 · 0.29%
2022$73,935 · 0.29%
Same employer
Similar plansProfessional & Technical Services · Florida
Miles Partnership LLC FL$37.2M · 0.41%
Cdr Maguire, Inc. FL$36.9M · 0.64%
Ball Janik LLP FL$36.6M · 0.00%
Agilis Group, Inc. FL$35.2M · 0.07%
Smtc Corporation FL$33.7M · 0.63%

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Source: U.S. Department of Labor, Form 5500 series, EIN 593187624 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.