Plan Ledger DOL Form 5500 · updated monthly

Vet Comp & Penmedical Consulting, L401(k)

TRAJECTOR HOLDINGS SAVINGS PLAN · NEWBERRY, FL · plan year 2024

Reported admin expense ratio · 2024
1.25%

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

Vet Comp & Penmedical Consulting, L reported $154,155 in plan administrative expenses for 2024: 1.25% of average plan assets, higher than ~90% of peers. Employer contributions averaged $2,928 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 fell from 2.01% to 1.25%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other professional & technical services employers. By assets it is the 1,371st-largest of 3,644 plans among Florida employers on file, and 6,577th of 11,654 in professional & technical services. In 2024, employees put in $1.36 for every $1.00 the employer contributed; active participation has grown from 587 to 773 since 2022.

Plan summary
Net assets, end of year$14,943,830
Participants with balances862
Active participants773
Employer contributions$2,263,556
Employee contributions$3,068,933
Employer contribution per active participant$2,928
Average account balance$17,336
Benefits paid to participants$1,463,654
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$14.9M · 862 accts · $2.3M emplr
2023$9.7M · 772 accts · $1.7M emplr
2022$4.7M · 612 accts · $1.5M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$72,629
Investment management$69,029
Audit (IQPA)$12,000
Total administrative$154,155
The Vet Comp & Penmedical Consulting, L 401(k) match · 2024
Employer contribution per active participant$2,928
Median for plans this size$2,416
2024$2,928 per active participant
2023$2,378 per active participant
2022$2,511 per active participant

Vet Comp & Penmedical Consulting, L's 2024 employer contribution ran above 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 · 20245
COMMONWEALTH EQUITY SERVICES LLC · Investment advisory (plan)$42,307
EMPOWER ADVISORY GROUP, LLC · Investment management$26,721
NPPG RECORD KEEPING SOLUTIONS · Contract administrator$16,631
WARREN AVERETT, LLC · Accounting / audit$12,000

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$154,155 · 1.25%
2023$133,335 · 1.85%
2022$71,274 · 2.01%
Similar plansProfessional & Technical Services · Florida
MI9 Inc. FL$15.2M · 0.32%
Kyra Solutions, Inc. FL$15.0M · 0.02%
Provest LLC FL$15.0M · 0.82%
Ispa Technology, LLC FL$14.8M · 0.02%
Appgate Cybersecurity, Inc. FL$14.8M · 0.47%
Optimum Healthcare IT, LLC FL$14.5M · 0.74%
Crg Global Inc FL$14.4M · 0.45%

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Source: U.S. Department of Labor, Form 5500 series, EIN 471965243 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.