Plan Ledger DOL Form 5500 · updated monthly

Tradestation Group, Inc.401(k)

TRADESTATION GROUP, INC. EMPLOYEE SAVINGS RETIREMENT PLAN · PLANTATION, FL · plan year 2024

Reported admin expense ratio · 2024
0.11%

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

Tradestation Group, Inc. reported $85,557 in plan administrative expenses for 2024: 0.11% of average plan assets, below the peer median. Employer contributions averaged $3,154 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 rose from 0.07% to 0.11%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other finance & insurance employers. By assets it is the 350th-largest of 3,644 plans among Florida employers on file, and the 1,088th of 4,798 in finance & insurance. In 2024, employees put in $3.85 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$89,887,658
Participants with balances628
Active participants491
Employer contributions$1,548,392
Employee contributions$5,966,899
Employer contribution per active participant$3,154
Average account balance$143,133
Benefits paid to participants$2,644,461
Plan auditUnmodified (clean) audit opinion
AuditorLERROSARBEY, PLLC
Plan history3
Yearassets · accounts · employer contribution
2024$89.9M · 628 accts · $1.5M emplr
2023$69.4M · 658 accts · $1.6M emplr
2022$54.0M · 677 accts · $1.2M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$14,125
Investment management$71,432
Total administrative$85,557
The Tradestation Group, Inc. 401(k) match · 2024
Employer contribution per active participant$3,154
Median for plans this size$3,635
2024$3,154 per active participant
2023$3,117 per active participant
2022$2,392 per active participant

Tradestation Group, Inc.'s 2024 employer contribution ran below the $3,635 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
KESTRA INVESTMENT SERVICES LLC · Investment advisory (plan)$60,953
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$20,005
STRATEGIC ADVISORS, INC. · Investment advisory (plan)$10,480

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$85,557 · 0.11%
2023$30,788 · 0.05%
2022$40,556 · 0.07%
Same employer
Similar plansFinance & Insurance · Florida
Midflorida Credit Union FL$91.9M · 0.15%
Fairwinds Credit Union FL$91.2M · 0.22%
Banco de Sabadell, S.A. FL$78.6M · 0.03%

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Source: U.S. Department of Labor, Form 5500 series, EIN 650977576 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.