# Frontline Insurance Managers, INC. 401(k) Plan
Source: https://planprovider.pro/companies/frontline-insurance-managers-inc-401k-plan

> Frontline Insurance Managers, INC.'s 401(k) plan: 586 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Frontline Insurance Managers, INC.

- **Sponsor EIN:** 133963337

- **Sponsor Address:** 500 INTERNATIONAL PARKWAY, LAKE MARY, FL, 32746

- **Plan Type:** 401(k)

- **Total Participants:** 586

- **Total Assets:** $73.8M

## 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|586|$73.8M|$3.7M|$4.1M|

| 2023|529|$58.7M|$3.0M|$3.6M|

| 2022|463|$44.4M|$2.6M|$3.0M|

## 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|

| PRINCIPAL LIFE INSURANCE COMPANY|CONTRACT ADMINISTRATOR|$125,293|—|$125,293|

| THE BENEFIT PRACTICE|OTHER SERVICES|$24,500|$24,995|$49,495|

| RAYMOND JAMES FIN SVCS ADVISORS|INVESTMENT ADVISORY|—|$40,000|$40,000|

| WITHUMSMITH & BROWN, PC|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [RAYMOND JAMES FIN SVCS ADVISORS](https://planprovider.pro/provider/raymond-james-financial-inc) — INVESTMENT ADVISORY

- [WITHUMSMITH & BROWN, PC](https://planprovider.pro/provider/withumsmithbrown-pc) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $214,788

- **Estimated Expense Ratio:** 0.291% 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|$149,792|—|$149,792|—|—|

| 2023|$142,971|—|$142,971|—|—|

| 2022|$111,991|—|$111,991|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/frontline-insurance-managers-inc-401k-plan)

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