Plan Ledger DOL Form 5500 · updated monthly

Tuscan Gardens Management Corp.401(k)

TUSCAN GARDENS 401(K) PLAN · WINTER PARK, FL · plan year 2022

Reported admin expense ratio · 2022
2.37%

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

Tuscan Gardens Management Corp. reported $12,739 in plan administrative expenses for 2022: 2.37% of average plan assets, higher than ~75% of peers. Employer contributions averaged $938 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.

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 (3,466th of 3,644), and 11,253rd of 11,911 in health care & social assistance. In 2022, employees put in $1.99 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$619,448
Participants with balances62
Active participants126
Employer contributions$118,214
Employee contributions$234,747
Employer contribution per active participant$938
Average account balance$9,991
Benefits paid to participants$215,920
Plan auditUnmodified (clean) audit opinion
AuditorSAS ASSURANCE
The Tuscan Gardens Management Corp. 401(k) match · 2022
Employer contribution per active participant$938
Median for plans this size$331

Tuscan Gardens Management Corp.'s 2022 employer contribution ran above the $331 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 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history1
2022$12,739 · 2.37%
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Americore Health, LLC FL$608K · 1.48%
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Clermont Radiology FL$516K · 2.03%

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Source: U.S. Department of Labor, Form 5500 series, EIN 452175695 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.