Plan Snapshot
- Plan Sponsor: Florida Family Insurance Services, LLC
- Sponsor EIN: 593373653
- Sponsor Address: 12574 FLAGLER CENTER BOULEVARD, JACKSONVILLE, FL, 322582614
- Plan Type: 401(k)
- Total Participants: 92
- Total Assets: $20.9M
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 | 92 | $20.9M | $348,177 | $956,810 |
| 2023 | 94 | $18.4M | $332,869 | $882,717 |
| 2022 | 103 | $15.2M | $330,719 | $845,946 |
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 |
|---|---|---|---|---|
| CHARLES SCHWAB TRUST BANK | NONE | — | $8,262 | $8,262 |
| MILLER COOPER & CO., LTD. | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- CHARLES SCHWAB TRUST BANK — NONE
- MILLER COOPER & CO., LTD. — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $8,262
- Estimated Expense Ratio: 0.039% 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 | $4,822 | $668 | — | — | — |
| 2023 | $12,374 | $7,317 | $1,582 | — | — |
| 2022 | $5,428 | $2,182 | $239 | — | $3,007 |