Plan Snapshot
- Plan Sponsor: Efg Capital International Corp.
- Sponsor EIN: 650634942
- Sponsor Address: 701 BRICKELL AVE., MIAMI, FL, 33131
- Plan Type: 401(k)
- Total Participants: 154
- Total Assets: $44.2M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: Yes
- 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 | 154 | $44.2M | $1.0M | $2.0M |
| 2023 | 147 | $37.8M | $907,076 | $1.9M |
| 2022 | 150 | $30.1M | $845,892 | $1.7M |
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 |
|---|---|---|---|---|
| KAUFMAN ROSSIN | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- KAUFMAN ROSSIN — 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 | $25,940 | $6,904 | — | — | — |
| 2023 | $26,147 | $5,323 | — | — | — |
| 2022 | $29,474 | $4,106 | — | — | — |