Plan Ledger DOL Form 5500 · updated monthly

Tickmark, Inc.401(k)

TICKMARK, INC RETIREMENT PLAN · COCONUT GROVE, FL · plan year 2024

Reported admin expense ratio · 2024
1.51%

Tickmark, Inc. reported $6,776 in plan administrative expenses for 2024: 1.51% of average plan assets, above the peer median. 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 1 year on file its reported administrative ratio rose from 0.20% to 1.51%. The plan sits in the under $1M size bracket, benchmarked here against 1,109 comparable plans and shown alongside other professional & technical services employers. By assets it is among the smaller plans on file in Florida (3,456th of 3,644), and 11,377th of 11,654 in professional & technical services.

Plan summary
Net assets, end of year$651,428
Participants with balances143
Active participants182
Employer contributions—
Employee contributions$405,539
Employer contribution per active participant—
Average account balance$4,555
Benefits paid to participants$54,960
Plan auditUnmodified (clean) audit opinion
AuditorVERDEJA AND ALVAREZ, LLP
Plan history2
Yearassets · accounts · employer contribution
2024$651K · 143 accts
2023$247K · 101 accts
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$2,525
Investment management$4,251
Total administrative$6,776
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.

Administrative cost history2
2024$6,776 · 1.51%
2023$499 · 0.20%
Similar plansProfessional & Technical Services · Florida
Tobias & Associates Inc FL$802K · 1.49%
Ronald E. Sholes, P.A. FL$796K · 1.41%
Trading Pub LLC FL$771K · 0.11%
Aba Solutions, Inc. FL$501K · 0.79%
Shiftpixy, Inc. FL$497K · 2.17%
Ndl LLC FL$475K · 0.29%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 474765125 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.