Plan Snapshot
- Plan Sponsor: Florida Sheriffs Youth Ranches, INC.
- Sponsor EIN: 237303117
- Sponsor Address: PO BOX 2000, BOYS RANCH, FL, 32064
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 355
- Total Assets: $7.9M
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. |
|---|---|---|---|---|
| 2025 | 355 | $7.9M | $0 | $0 |
| 2024 | 213 | $8.4M | $209,518 | $270,428 |
| 2023 | 138 | $8.8M | $119,010 | $250,447 |
| 2022 | 140 | $9.2M | $135,929 | $268,532 |
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 |
|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | Recordkeeper | $21,095 | — | $21,095 |
| EMPOWER ADVISORY GROUP, LLC | Investment Advisor | $14,257 | — | $14,257 |
| ONEDIGITAL INVESTMENT ADVISORS LLC | Investment Advisor | $12,494 | — | $12,494 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $47,846
- Estimated Expense Ratio: 0.608% 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 |
|---|---|---|---|---|---|
| 2025 | $2,295,203 | $26,751 | — | — | — |
| 2024 | $41,671 | $22,427 | — | — | — |
| 2023 | $53,410 | $21,688 | — | — | — |
| 2022 | $31,979 | — | $31,979 | — | — |