# Florida National University, INC 401(k) Plan
Source: https://planprovider.pro/companies/florida-national-university-inc-401k-plan

> Florida National University, INC's 401(k) plan: 376 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Florida National University, INC

- **Sponsor EIN:** 650021295

- **Sponsor Address:** 4425 WEST 20TH AVENUE, HIALEAH, FL, 33012

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

- **Total Participants:** 376

- **Total Assets:** $16.4M

## 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|376|$16.4M|$414,606|$697,307|

| 2023|336|$14.1M|$349,412|$537,474|

| 2022|329|$11.2M|$326,958|$496,883|

## 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 SMITH BARNEY|INVESTMENT/FINANCIAL ADVI|$34,262|—|$34,262|

| ADP, INC.|RECORD KEEPER|$31,144|—|$31,144|

| SIKICH CPA LLC|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [MORGAN STANLEY SMITH BARNEY](https://planprovider.pro/provider/morgan-stanley) — INVESTMENT/FINANCIAL ADVI

- [ADP, INC.](https://planprovider.pro/provider/adp-retirement-services) — RECORD KEEPER

- [SIKICH CPA LLC](https://planprovider.pro/provider/sikich-cpa-llc) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $65,406

- **Estimated Expense Ratio:** 0.399% 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|$65,406|$34,262|—|—|—|

| 2023|$53,645|$28,417|—|—|—|

| 2022|$52,151|—|—|—|—|

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

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