Plan Snapshot
- Plan Sponsor: First Coast Security Services, INC.
- Sponsor EIN: 593647971
- Sponsor Address: 4875 BELFORT RD., JACKSONVILLE, FL, 32256
- Plan Type: 401(k)
- Total Participants: 2,944
- Total Assets: $3.3M
Key Plan Design Features
- Auto-Enrollment: Yes
- 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 | 2,944 | $3.3M | $0 | $1.0M |
| 2023 | 2,408 | $3.0M | $0 | $1.1M |
| 2022 | 2,065 | $2.0M | $0 | $836,629 |
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 |
|---|---|---|---|---|
| THE VANGUARD GROUP, INC. | NONE | $77,849 | — | $77,849 |
| TRANSAMERICA LIFE INSURANCE COMPANY | RECORDKEEPER | $31,474 | — | $31,474 |
| COASTAL PENSION CONSULTANTS, INC. | RECORDKEEPER | $31,358 | — | $31,358 |
| NFP RETIREMENT | NONE | $6,129 | — | $6,129 |
| MASTERS, SMITH & WISBY, P.A. | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- THE VANGUARD GROUP, INC. — NONE
- TRANSAMERICA LIFE INSURANCE COMPANY — RECORDKEEPER
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $146,810
- Estimated Expense Ratio: 4.471% 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 | $152,908 | $6,129 | $143,582 | — | — |
| 2023 | $92,835 | — | $92,835 | — | — |
| 2022 | $114,227 | $7,983 | $54,270 | — | $9,500 |