Plan Snapshot
- Plan Sponsor: Central Florida Investments, INC.
- Sponsor EIN: 591454503
- Sponsor Address: 5601 WINDHOVER DRIVE, ORLANDO, FL, 32819
- Plan Type: 401(k)
- Total Participants: 5,266
- Total Assets: $176.9M
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. |
|---|---|---|---|---|
| 2024 | 5,266 | $176.9M | $6.9M | $16.9M |
| 2023 | 5,861 | $161.7M | $10.8M | $16.6M |
| 2022 | 5,320 | $126.7M | $9.6M | $14.8M |
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 |
|---|---|---|---|---|
| TRANSAMERICA RETIREMENT SOLUTIONS | RECORD KEEPER | $732,197 | — | $732,197 |
| WITHUM, SMITH & BROWN, PC | AUDITOR | $32,136 | — | $32,136 |
| GROOM LAW GROUP | LEGAL | $9,241 | — | $9,241 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- TRANSAMERICA RETIREMENT SOLUTIONS — RECORD KEEPER
- WITHUM, SMITH & BROWN, PC — AUDITOR
- GROOM LAW GROUP — LEGAL
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $773,574
- Estimated Expense Ratio: 0.437% 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 | $773,574 | — | — | $32,136 | — |
| 2023 | $730,298 | $52,500 | — | $30,576 | — |
| 2022 | $604,443 | $87,500 | — | — | $51,123 |