Plan Snapshot
- Plan Sponsor: Firstservice Residential, INC.
- Sponsor EIN: 161682850
- Sponsor Address: 1855 GRIFFIN ROAD SUITE A-330, DANIA BEACH, FL, 33004
- Plan Type: 401(k)
- Total Participants: 15,603
- Total Assets: $328.2M
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 | 15,603 | $328.2M | $8.3M | $32.3M |
| 2023 | 15,556 | $276.0M | $7.5M | $28.7M |
| 2022 | 16,805 | $214.1M | $5.9M | $23.2M |
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 |
|---|---|---|---|---|
| KAUFMAN ROSSIN & CO. | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- KAUFMAN ROSSIN & CO. — 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 | $355,445 | $112,500 | — | — | — |
| 2023 | $433,432 | $67,500 | — | $144,900 | — |
| 2022 | $287,708 | $26,250 | $116,270 | — | — |