# Florida Family Insurance Services, LLC 401(k) Plan
Source: https://planprovider.pro/companies/florida-family-insurance-services-llc-401k-plan

> Florida Family Insurance Services, LLC's 401(k) plan: 92 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/charles-schwab-and-co-inc) — NONE

- [MILLER COOPER & CO., LTD.](https://planprovider.pro/provider/miller-cooper-and-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|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/florida-family-insurance-services-llc-401k-plan)

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