# Finemark National Bank & Trust 401(k) Plan
Source: https://planprovider.pro/companies/finemark-national-bank-trust-401k-plan

> Finemark National Bank & Trust's 401(k) plan: 282 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Finemark National Bank & Trust

- **Sponsor EIN:** 208075599

- **Sponsor Address:** 8695 COLLEGE PARKWAY, SUITE 100, FORT MYERS, FL, 33919

- **Plan Type:** 401(k)

- **Total Participants:** 282

- **Total Assets:** $40.6M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** Yes

- **Participant-Directed Investments:** No

- **ERISA Section 404(c) Fiduciary Safe Harbor:** Yes

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|282|$40.6M|$1.5M|$3.0M|

| 2023|254|$32.7M|$1.4M|$2.7M|

| 2022|236|$24.3M|$1.2M|$2.4M|

## 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|

| EMPOWER ADVISORY GROUP, LLC|INVESTMENT MGMT|$5,894|—|$5,894|

| EMPOWER ANNUITY INS. CO. OF AMERICA|RECORDKEEPER|$5,427|—|$5,427|

| HACKER, JOHNSON & SMITH, P.A.|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [HACKER, JOHNSON & SMITH, P.A.](https://planprovider.pro/provider/hacker-johnson-and-smith-pa) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $11,321

- **Estimated Expense Ratio:** 0.028% 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|$4,165|—|$4,165|—|—|

| 2023|$4,281|—|$4,281|—|—|

| 2022|$7,553|$7,553|—|—|—|

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