Plan Snapshot
- Plan Sponsor: Black Knight Infoserv, LLC
- Sponsor EIN: 261547801
- Sponsor Address: 601 RIVERSIDE AVENUE, JACKSONVILLE, FL, 32204
- Plan Type: 401(k)
- Plan Number: 002
- Total Participants: 2,955
- Total Assets: $585.5M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2023 | 2,955 | $585.5M | $9.2M | $42.1M |
| 2022 | 4,231 | $521.8M | $9.8M | $42.6M |
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 |
|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | Recordkeeper | $180,621 | — | $180,621 |
| STRATEGIC ADVISORS, INC. | Investment Advisor | $87,767 | — | $87,767 |
| NEWPORT GROUP SECURITIES, INC. | Investment Advisor | $25,448 | — | $25,448 |
| SMITH, GAMBRELL & RUSSELL, LLP | ERISA Attorney | $6,441 | — | $6,441 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FIDELITY INVESTMENTS INSTITUTIONAL — Recordkeeper
- STRATEGIC ADVISORS, INC. — Investment Advisor
- SMITH, GAMBRELL & RUSSELL, LLP — ERISA Attorney
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $300,277
- Estimated Expense Ratio: 0.051% 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 |
|---|---|---|---|---|---|
| 2023 | $303,162 | $113,215 | $900 | — | — |
| 2022 | $442,104 | $65,054 | — | — | — |