Plan Snapshot
- Plan Sponsor: Finfrock Holdings, INC.
- Sponsor EIN: 592954885
- Sponsor Address: 2400 APOPKA BOULEVARD, APOPKA, FL, 32703
- Plan Type: 401(k)
- Total Participants: 591
- Total Assets: $59.1M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- 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 | 591 | $59.1M | $2.9M | $3.2M |
| 2023 | 608 | $48.6M | $2.7M | $3.0M |
| 2022 | 584 | $37.7M | $1.5M | $2.7M |
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 |
|---|---|---|---|---|
| WITHUMSMITH AND BROWN, PC | SERVICE PROVIDER | $19,240 | — | $19,240 |
| ECONOMIC GROUP PENSION SERVICES,INC | THIRD PARTY ADMINISTRATO | $12,964 | — | $12,964 |
| VOYA RETIREMENT INSURANCE AND ANNUI | SERVICE PROVIDER | $7,919 | — | $7,919 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- WITHUMSMITH AND BROWN, PC — SERVICE PROVIDER
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $40,123
- Estimated Expense Ratio: 0.068% 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 | $18,710 | — | $18,710 | — | — |
| 2023 | $12,523 | $12,523 | — | — | — |
| 2022 | $10,132 | — | $10,132 | — | — |