Plan Snapshot
- Plan Sponsor: Holland & Knight LLP
- Sponsor EIN: 590663819
- Sponsor Address: 524 GRAND REGENCY BLVD, BRANDON, FL, 33510
- Plan Type: 401(k)
- Plan Number: 505
- Total Participants: 3,716
- Total Assets: $3.3M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 3,716 | $3.3M | $30.1M | $40.4M |
| 2023 | 3,587 | $2.1M | $20.6M | $35.8M |
| 2022 | 2,954 | $1.6M | $19.0M | $29.7M |
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 |
|---|---|---|---|---|
| UNUM LIFE INSURANCE COMPANY OF AMER | Other Service Provider | $2,944,148 | — | $2,944,148 |
| BLUE CROSS BLUE SHIELD OF FLORIDA | Other Service Provider | $1,772,997 | — | $1,772,997 |
| EXPRESS SCRIPTS INC | Other Service Provider | $233,031 | — | $233,031 |
| DELTA DENTAL INSURANCE COMPANY | Other Service Provider | $132,298 | — | $132,298 |
| VISION SERVICE PLAN | Other Service Provider | $33,228 | — | $33,228 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $5,115,702
- Estimated Expense Ratio: 153.113% 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 | $2,301,109 | — | $2,301,109 | — | — |
| 2023 | $1,910,690 | — | $1,910,690 | — | — |
| 2022 | $1,709,277 | — | $1,709,277 | — | — |