# England, Thims & Miller, INC. DC Plan
Source: https://planprovider.pro/companies/england-thims-miller-inc-plan-001

> England, Thims & Miller, INC.'s DC plan: 334 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/jp-morgan-asset-management) — SERVICE PROVIDER

- [ENNIS PELLUM & ASSOCIATES, CPAS](https://planprovider.pro/provider/ennis-pellum-and-associates-pa) — 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|—|—|—|—|

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