Plan Ledger DOL Form 5500 · updated monthly

Uf Health-Central Florida401(k)

UF HEALTH-CENTRAL FLORIDA 401K PLAN · THE VILLAGES, FL · plan year 2024

Reported admin expense ratio · 2024
0.22%

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

Uf Health-Central Florida reported $358,646 in plan administrative expenses for 2024: 0.22% of average plan assets, above the peer median. Employer contributions averaged $1,179 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 0.22%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other health care & social assistance employers. By assets it is the 213th-largest of 3,644 plans among Florida employers on file, and the 724th of 11,911 in health care & social assistance. In 2024, employees put in $2.37 for every $1.00 the employer contributed; active participation has grown from 3,198 to 3,762 since 2022.

Plan summary
Net assets, end of year$169,320,846
Participants with balances2,440
Active participants3,762
Employer contributions$4,436,091
Employee contributions$10,530,975
Employer contribution per active participant$1,179
Average account balance$69,394
Benefits paid to participants$18,063,920
Plan auditUnmodified (clean) audit opinion
AuditorJAMES MOORE & CO., P.L.
Plan history3
Yearassets · accounts · employer contribution
2024$169.3M · 2,440 accts · $4.4M emplr
2023$152.6M · 2,333 accts · $3.4M emplr
2022$133.7M · 2,292 accts · $3.6M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$205,143
Investment management$153,503
Total administrative$358,646
The Uf Health-Central Florida 401(k) match · 2024
Employer contribution per active participant$1,179
Median for plans this size$3,635
2024$1,179 per active participant
2023$1,066 per active participant
2022$1,114 per active participant

Uf Health-Central Florida's 2024 employer contribution ran below the $3,635 median for plans its size, in the bottom 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 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20243
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$205,143
SAGEVIEW ADVISORY GROUP LLC · Investment advisory (plan)$106,738
STRATEGIC ADVISORS, INC. · Investment advisory (plan)$46,765

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$358,646 · 0.22%
2023$323,935 · 0.23%
2022$344,236 · 0.23%
Same employer
Similar plansHealth Care & Social Assistance · Florida
Dental Care Alliance FL$183.8M · 0.32%
Akumin Inc. FL$163.5M · 0.35%
Oneblood, Inc. FL$160.3M · 0.24%

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Source: U.S. Department of Labor, Form 5500 series, EIN 331197054 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.