Plan Snapshot
- Plan Sponsor: Fortegra Financial Corporation
- Sponsor EIN: 581461399
- Sponsor Address: 10751 DEERWOOD PARK BOULEVARD, JACKSONVILLE, FL, 32256
- Plan Type: 401(k)
- Total Participants: 495
- Total Assets: $43.0M
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 | 495 | $43.0M | $702,804 | $3.5M |
| 2023 | 468 | $38.9M | $610,612 | $3.1M |
| 2022 | 418 | $31.3M | $546,347 | $2.7M |
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 |
|---|---|---|---|---|
| ONE DIGITAL INVESTMENT ADVISORS | INVESTMENT ADVISOR | $35,000 | — | $35,000 |
| ENNIS PELLUM & ASSOC. PA | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ONE DIGITAL INVESTMENT ADVISORS — INVESTMENT ADVISOR
- ENNIS PELLUM & ASSOC. PA — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $35,000
- Estimated Expense Ratio: 0.081% 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 | $24,038 | — | — | — | — |
| 2023 | -$15,100 | — | — | — | — |
| 2022 | $3,950 | — | — | — | — |