Plan Snapshot
- Plan Sponsor: Currency Exchange International
- Sponsor EIN: 261126442
- Sponsor Address: 6649 WESTWOOD BOULEVARD, ORLANDO, FL, 32821
- Plan Type: 401(k)
- Total Participants: 289
- Total Assets: $10.0M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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 | 289 | $10.0M | $634,876 | $889,087 |
| 2023 | 288 | $8.4M | $550,353 | $798,209 |
| 2022 | 232 | $5.9M | $306,812 | $488,972 |
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 |
|---|---|---|---|---|
| PRIDA GUIDA & PEREZ P.A. | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- PRIDA GUIDA & PEREZ P.A. — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $38,892 | $28,239 | $10,653 | — | — |
| 2023 | $33,735 | — | $8,588 | — | — |
| 2022 | $28,194 | — | $28,194 | — | — |