Plan Snapshot
- Plan Sponsor: Florida Realtors
- Sponsor EIN: 590245475
- Sponsor Address: 7025 AUGUSTA NATIONAL DRIVE, ORLANDO, FL, 32822
- Plan Type: 401(k)
- Total Participants: 147
- Total Assets: $29.9M
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 | 147 | $29.9M | $704,548 | $1.1M |
| 2023 | 138 | $28.5M | $657,539 | $1.0M |
| 2022 | 137 | $23.0M | $614,339 | $935,981 |
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 |
|---|---|---|---|---|
| NFP RETIREMENT INC | INVESTMENT ADVISOR | $138,304 | — | $138,304 |
| BERMAN HOPKINS CPAS AND ASSOCIATES | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BERMAN HOPKINS CPAS AND ASSOCIATES — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $138,304
- Estimated Expense Ratio: 0.462% 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 | $139,336 | $138,304 | — | — | — |
| 2023 | $111,092 | $110,852 | — | — | — |
| 2022 | $51,795 | — | $51,795 | — | — |