# Fortegra Financial Corporation 401(k) Plan
Source: https://planprovider.pro/companies/fortegra-financial-corporation-401k-plan

> Fortegra Financial Corporation's 401(k) plan: 495 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/ameritas-retirement-plans) — INVESTMENT ADVISOR

- [ENNIS PELLUM & ASSOC. PA](https://planprovider.pro/provider/ennis-pellum-and-associates-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|—|—|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/fortegra-financial-corporation-401k-plan)

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