# Firstservice Residential, INC. 401(k) Plan
Source: https://planprovider.pro/companies/firstservice-residential-inc-401k-plan

> Firstservice Residential, INC.'s 401(k) plan: 15,603 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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.](https://planprovider.pro/provider/kaufman-rossin-and-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|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/firstservice-residential-inc-401k-plan)

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