Plan Ledger DOL Form 5500 · updated monthly

Tops Software LLC401(k)

TOPS SOFTWARE LLC 401K PROFIT SHARING PLAN AND TRUST · CLEARWATER, FL · plan year 2024

Reported admin expense ratio · 2024
1.33%

Tops Software LLC reported $22,722 in plan administrative expenses for 2024: 1.33% of average plan assets, higher than ~90% 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.

Across the 2 years on file its reported administrative ratio rose from 0.25% to 1.33%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other professional & technical services employers. By assets it is among the smaller plans on file in Florida (3,115th of 3,644), and 10,886th of 11,654 in professional & technical services. active participation has grown from 134 to 150 since 2022.

Plan summary
Net assets, end of year$1,977,425
Participants with balances147
Active participants150
Employer contributions—
Employee contributions$586,472
Employer contribution per active participant—
Average account balance$13,452
Benefits paid to participants$415,057
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$2.0M · 147 accts
2023$1.4M · 140 accts
2022$1.3M · 144 accts
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$13,983
Investment management$8,739
Total administrative$22,722
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
JOHN HANCOCK LIFE INSURANCE CO(USA) · Recordkeeping · Investment management$2,289
USB FINANCIAL SERVICES INC · Investment advisory (participants)$7,029
OSAIC ADVISORY SERVICES, LLC · Investment advisory (participants)$1,709

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
2023ADP, UBS

This plan has changed recordkeepers within these filings. If you left Tops Software LLC before a switch, your account may sit at the earlier firm or in a rollover IRA. Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$22,722 · 1.33%
2023$11,145 · 0.82%
2022$3,168 · 0.25%
Same employer
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Larjar Inc D/B/A Procare FL$2.3M · 0.41%
Great Lakes Carpet & Tile FL$2.2M · 0.73%
Enprovera Corp. FL$2.2M · 1.99%
Bungalow Living, Inc. FL$2.0M · 0.07%
Es, LLC FL$1.9M · 1.28%
Leading Solutions LLC FL$1.9M · 0.71%
Adsync Technologies, Inc. FL$1.9M · 1.57%

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Source: U.S. Department of Labor, Form 5500 series, EIN 900130998 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.