Plan Snapshot
- Plan Sponsor: England, Thims & Miller, INC.
- Sponsor EIN: 591773930
- Sponsor Address: 14775 OLD ST. AUGUSTINE RD, JACKSONVILLE, FL, 32258
- Plan Type: DC
- Total Participants: 334
- Total Assets: $55.5M
Key Plan Design Features
- Auto-Enrollment: No
- 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 | 334 | $55.5M | $870,250 | $2.5M |
| 2023 | 317 | $47.9M | $704,317 | $2.1M |
| 2022 | 282 | $40.5M | $686,906 | $2.1M |
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 |
|---|---|---|---|---|
| VOYA RETIREMENT INSURANCE & ANNUITY | RECORDKEEPER | $74,261 | — | $74,261 |
| MAI CAPITAL MANAGEMENT, LLC | SERVICE PROVIDER | — | $54,806 | $54,806 |
| PRINCIPAL SECURITIES | SERVICE PROVIDER | — | $23,488 | $23,488 |
| MORNINGSTAR | SERVICE PROVIDER | — | $7,703 | $7,703 |
| ENNIS PELLUM & ASSOCIATES, CPAS | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MORNINGSTAR — SERVICE PROVIDER
- ENNIS PELLUM & ASSOCIATES, CPAS — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $160,258
- Estimated Expense Ratio: 0.289% 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 | $75,262 | $1,289 | $70,737 | — | — |
| 2023 | $57,934 | $517 | $56,867 | — | — |
| 2022 | $42,360 | — | — | — | — |