# Florida Education Association 401(k) Plan
Source: https://planprovider.pro/companies/florida-education-association-401k-plan

> Florida Education Association's 401(k) plan: 108 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Florida Education Association

- **Sponsor EIN:** 593685521

- **Sponsor Address:** 213 S. ADAMS STREET, TALLAHASSEE, FL, 323011720

- **Plan Type:** 401(k)

- **Total Participants:** 108

- **Total Assets:** $9.5M

## 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|108|$9.5M|$361,480|$755,980|

| 2023|153|$7.8M|$368,448|$819,575|

| 2022|128|$5.9M|$330,969|$679,315|

## 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|

| MORGAN STANLEY GLOBAL|ADVISOR|$25,523|—|$25,523|

| THE VANGUARD GROUP, INC.|RECORDKEEPER|$12,975|—|$12,975|

| MORGAN STANLEY|ADVISOR|$7,689|—|$7,689|

| THOMAS HOWELL FERGUSON P.A.|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [THE VANGUARD GROUP, INC.](https://planprovider.pro/provider/the-vanguard-group-inc) — RECORDKEEPER

- [MORGAN STANLEY](https://planprovider.pro/provider/morgan-stanley) — ADVISOR

- [THOMAS HOWELL FERGUSON P.A.](https://planprovider.pro/provider/thomas-howell-ferguson-pa) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $46,187

- **Estimated Expense Ratio:** 0.486% 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|$49,846|—|$49,846|—|—|

| 2023|$38,310|—|$38,310|—|—|

| 2022|$36,132|—|$36,132|—|—|

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