Plan Snapshot
- Plan Sponsor: Fcci Services, INC.
- Sponsor EIN: 591968027
- Sponsor Address: 6300 UNIVERSITY PARKWAY, SARASOTA, FL, 34240
- Plan Type: 401(k)
- Total Participants: 881
- Total Assets: $253.8M
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 | 881 | $253.8M | $8.6M | $9.5M |
| 2023 | 862 | $224.5M | $8.2M | $8.8M |
| 2022 | 821 | $197.3M | $7.4M | $8.1M |
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 |
|---|---|---|---|---|
| VANGUARD ADVISERS INC. | NONE | $80,475 | — | $80,475 |
| THE VANGUARD GROUP, INC. | NONE | $56,105 | — | $56,105 |
| BKS RETIREMENT SERVICES | NONE | $43,465 | — | $43,465 |
| BDO USA, P. C. | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- VANGUARD ADVISERS INC. — NONE
- THE VANGUARD GROUP, INC. — NONE
- BDO USA, P. C. — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $180,045
- Estimated Expense Ratio: 0.071% 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 | $177,475 | — | — | — | — |
| 2023 | $156,951 | — | — | — | — |
| 2022 | $150,519 | — | — | — | — |