Plan Snapshot
- Plan Sponsor: Forcura, LLC
- Sponsor EIN: 272434520
- Sponsor Address: 10151 DEERWOOD PARK BLVD., JACKSONVILLE, FL, 32256
- Plan Type: 401(k)
- Total Participants: 104
- Total Assets: $7.6M
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 | 104 | $7.6M | $428,782 | $925,131 |
| 2023 | 109 | $5.7M | $400,938 | $825,493 |
| 2022 | 109 | $3.7M | $357,821 | $755,547 |
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 |
|---|---|---|---|---|
| ENNIS PELLUM & ASSOCIATES, P.A. | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ENNIS PELLUM & ASSOCIATES, P.A. — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $6,257 | $3,332 | $2,775 | — | — |
| 2023 | $3,384 | $1,834 | $1,500 | — | — |
| 2022 | $2,537 | — | $2,537 | — | — |