Plan Snapshot
- Plan Sponsor: Communications International, INC.
- Sponsor EIN: 591885709
- Sponsor Address: 2150 15TH AVENUE, VERO BEACH, FL, 32960
- Plan Type: 401(k)
- Total Participants: 197
- Total Assets: $21.7M
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 | 197 | $21.7M | $462,824 | $1.3M |
| 2023 | 170 | $20.5M | $410,321 | $1.1M |
| 2022 | 158 | $17.3M | $360,946 | $1.1M |
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 |
|---|---|---|---|---|
| ONEDIGITAL INVESTMENT ADVISORS LLC | ADVISOR | $45,000 | — | $45,000 |
| FIDELITY INVESTMENTS INSTITUTIONAL | RECORDKEEPER | $17,038 | — | $17,038 |
| CARR, RIGGS AND INGRAM | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ONEDIGITAL INVESTMENT ADVISORS LLC — ADVISOR
- FIDELITY INVESTMENTS INSTITUTIONAL — RECORDKEEPER
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $62,038
- Estimated Expense Ratio: 0.286% 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 | $62,058 | $45,000 | — | — | — |
| 2023 | $60,625 | $45,000 | — | — | — |
| 2022 | $70,507 | — | — | — | — |