# Banco De Sabadell, S.A. 401(k) Plan
Source: https://planprovider.pro/companies/banco-de-sabadell-s-a-401k-plan

> Banco De Sabadell, S.A.&#39;s 401(k) plan: 316 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Banco De Sabadell, S.A.

- **Sponsor EIN:** 650274511

- **Sponsor Address:** 1111 BRICKELL AVE, MIAMI, FL, 33131

- **Plan Type:** 401(k)

- **Total Participants:** 316

- **Total Assets:** $78.6M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** Yes

- **Participant-Directed Investments:** Yes

- **ERISA Section 404(c) Fiduciary Safe Harbor:** Yes

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|316|$78.6M|$1.3M|$3.0M|

| 2023|235|$65.4M|$1.3M|$2.8M|

| 2022|240|$52.4M|$1.2M|$2.6M|

## Service Providers (Schedule C)

Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).

| Provider Name|
Role|
Direct Compensation|
Indirect Compensation|
Total Fees|

| VERDEJA & DE ARMAS, LLP|ACCOUNTANT/AUDITOR|$9,500|—|$9,500|

| STRATEGIC ADVISORS, INC.|ADVISOR|$8,073|—|$8,073|

| FIDELITY INVESTMENTS INSTITUTIONAL|RECORDKEEPER|$5,603|—|$5,603|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [VERDEJA & DE ARMAS, LLP](https://planprovider.pro/provider/verdeja-and-alvarez-llp) — ACCOUNTANT/AUDITOR

- [STRATEGIC ADVISORS, INC.](https://planprovider.pro/provider/creative-planning) — ADVISOR

- [FIDELITY INVESTMENTS INSTITUTIONAL](https://planprovider.pro/provider/fidelity-investments) — RECORDKEEPER

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $23,176

- **Estimated Expense Ratio:** 0.029% of plan assets

### Historical Administrative Expenses

Breakdown of administrative expense categories reported on Form 5500 filings.

| Year|
Total Admin Expenses|
Investment Mgmt Fees|
Contract Admin Fees|
IQPA Audit Fees|
Professional Fees|

| 2024|$18,268|$8,073|—|$9,500|—|

| 2023|$5,236|$7,348|—|—|—|

| 2022|$13,092|$6,368|—|—|—|

## Similar Plans

- [Crews Bank & Trust](https://planprovider.pro/companies/wauchula-state-bank-401k-plan) — 371 participants

- [Banco Do Brasil](https://planprovider.pro/companies/banco-do-brasil-401k-plan) — 423 participants

- [Ocean Bank](https://planprovider.pro/companies/ocean-bank-401k-plan) — 672 participants

- [Amerant Bank, N.A.](https://planprovider.pro/companies/amerant-bank-n-a-401k-plan) — 720 participants

- [City National Bank Of Florida](https://planprovider.pro/companies/city-national-bank-of-florida-401k-plan) — 977 participants

- [Onity Group INC.](https://planprovider.pro/companies/ocwen-financial-corporation-401k-plan) — 1,016 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/banco-de-sabadell-s-a-401k-plan)

&copy; 2026 PlanProvider.Pro
