Plan Snapshot
- Plan Sponsor: First International Title INC.
- Sponsor EIN: 264217217
- Sponsor Address: 12530 W. ATLANTIC BLVD, CORAL SPRINGS, FL, 33071
- Plan Type: 401(k)
- Total Participants: 169
- Total Assets: $784,698
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 | 169 | $784,698 | $11,091 | $36,701 |
| 2023 | 157 | $733,810 | $11,510 | $46,284 |
| 2022 | 164 | $6.5M | $217,323 | $773,328 |
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 |
|---|---|---|---|---|
| LEE CPA AUDIT GROUP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- LEE CPA AUDIT GROUP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $19,511 | $3,561 | — | — | — |
| 2023 | $47,955 | $22,822 | — | — | — |
| 2022 | $57,871 | — | — | — | — |