Plan Snapshot
- Plan Sponsor: Holland & Knight LLP
- Sponsor EIN: 590663819
- Sponsor Address: 524 GRAND REGENCY BLVD, BRANDON, FL, 335103931
- Plan Type: 401(k)
- Total Participants: 3,797
- Total Assets: $2.0B
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- 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 | 3,797 | $2.0B | $42.7M | $53.9M |
| 2023 | 3,700 | $1.8B | $39.6M | $48.3M |
| 2022 | 3,060 | $1.3B | $32.0M | $38.6M |
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 |
|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | ADVISOR | $298,950 | — | $298,950 |
| FIDELITY INVESTMENTS INSTITUTIONAL | RECORDKEEPER | $70,218 | — | $70,218 |
| BRINKER CAPITAL INV LLC | CONSULTANT | $66,038 | — | $66,038 |
| CAPFINANCIAL PARTNERS, LLC | CONSULTANT | $65,000 | — | $65,000 |
| SC&H ATTEST SERVICES, P.C. | ACCOUNTANT/AUDITOR | $52,750 | — | $52,750 |
| OCTOBER THREE CONSULTING LLC | ACTUARY | $25,917 | — | $25,917 |
| MAHONEY AND ASSOC | CONSULTANT | $8,880 | — | $8,880 |
| FLAHARTY ASSET MAN | OTHER SERVICES | $8,278 | — | $8,278 |
| CHAS P. SMITH ASSOC | CONSULTANT | $5,067 | — | $5,067 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- STRATEGIC ADVISORS, INC. — ADVISOR
- FIDELITY INVESTMENTS INSTITUTIONAL — RECORDKEEPER
- SC&H ATTEST SERVICES, P.C. — ACCOUNTANT/AUDITOR
- CHAS P. SMITH ASSOC — CONSULTANT
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $601,098
- Estimated Expense Ratio: 0.030% 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 | $781,840 | $298,950 | — | $52,750 | — |
| 2023 | $725,256 | $572,936 | — | $49,250 | — |
| 2022 | $642,969 | $406,477 | — | — | — |