Plan Ledger DOL Form 5500 · updated monthly

Ucf Athletics Association, Inc.403(b)

UCF ATHLETICS ASSOCIATION, INC. 403(B) PLAN · ORLANDO, FL · plan year 2024

Reported admin expense ratio · 2024
0.25%

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

Ucf Athletics Association, Inc. reported $44,313 in plan administrative expenses for 2024: 0.25% of average plan assets, below the peer median. Employer contributions averaged $2,174 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 0.253%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other educational services employers. By assets it is the 1,197th-largest of 3,644 plans among Florida employers on file, and 1,664th of 3,091 in educational services. In 2024, employees put in $1.14 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$18,026,232
Participants with balances538
Active participants446
Employer contributions$969,455
Employee contributions$1,104,032
Employer contribution per active participant$2,174
Average account balance$33,506
Benefits paid to participants$2,860,892
Plan auditUnmodified (clean) audit opinion
AuditorCROWE LLP
Plan history3
Yearassets · accounts · employer contribution
2024$18.0M · 538 accts · $969K emplr
2023$17.0M · 595 accts · $893K emplr
2022$15.1M · 559 accts · $821K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$44,313
Total administrative$44,313
Employer contributions to the Ucf Athletics Association, Inc. plan · 2024
Employer contribution per active participant$2,174
Median for plans this size$2,416
2024$2,174 per active participant
2023$2,026 per active participant
2022$1,909 per active participant

Ucf Athletics Association, Inc.'s 2024 employer contribution ran below the $2,416 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 · 20241
VARIABLE ANNUITY LIFE INSURANCE CO · Custodial (securities) · Investment advisory (participants)$43,913

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$44,313 · 0.25%
2023$39,111 · 0.24%
2022$40,253 · 0.25%
Same employer
Similar plansEducational Services · Florida
Saint Edward's School FL$22.1M · 0.07%
The Canterbury School, Inc. FL$17.9M · 0.47%
Carrollwood Day School FL$16.8M · 0.50%
The Kings Academy Inc. FL$16.2M · 0.00%

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Source: U.S. Department of Labor, Form 5500 series, EIN 562334448 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.