Plan Snapshot
- Plan Sponsor: Fidelity National Financial, INC.
- Sponsor EIN: 161725106
- Sponsor Address: 601 RIVERSIDE AVENUE, JACKSONVILLE, FL, 32204
- Plan Type: 401(k)
- Total Participants: 18,305
- Total Assets: $3.0B
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 | 18,305 | $3.0B | $46.5M | $135.9M |
| 2023 | 18,292 | $2.7B | $49.8M | $133.8M |
| 2022 | 19,455 | $2.3B | $54.6M | $145.1M |
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 |
|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | CONTRACT ADMINISTRATOR | $1,554,811 | — | $1,554,811 |
| SMITH, GAMBRELL & RUSSELL, LLP | LEGAL | $63,348 | — | $63,348 |
| FORVIS MAZARS, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- SMITH, GAMBRELL & RUSSELL, LLP — LEGAL
- FORVIS MAZARS, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $1,618,159
- Estimated Expense Ratio: 0.054% 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 | $1,749,981 | — | $1,686,633 | — | — |
| 2023 | $1,602,677 | $60,000 | $1,478,594 | — | — |
| 2022 | $2,029,911 | — | — | — | — |