# Central Florida Investments, INC. 401(k) Plan
Source: https://planprovider.pro/companies/central-florida-investments-inc-401k-plan

> Central Florida Investments, INC.'s 401(k) plan: 5,266 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/transamerica) — RECORD KEEPER

- [WITHUM, SMITH & BROWN, PC](https://planprovider.pro/provider/withumsmithbrown-pc) — AUDITOR

- [GROOM LAW GROUP](https://planprovider.pro/provider/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|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/central-florida-investments-inc-401k-plan)

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