# Howard F&C Management Group, LLC 401(k) Plan
Source: https://planprovider.pro/companies/howard-f-c-management-group-llc-plan-001

> Howard F&C Management Group, LLC's 401(k) plan: 211 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Howard F&C Management Group, LLC

- **Sponsor EIN:** 882707206

- **Sponsor Address:** 8306 SOUTH ORANGE AVENUE, ORLANDO, FL, 32809

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

- **Total Participants:** 211

- **Total Assets:** $14.2M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **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|211|$14.2M|$658,268|$1.1M|

| 2023|208|$12.6M|$626,024|$1.1M|

| 2022|213|$10.4M|$196,677|$331,947|

## 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|

| EMPOWER ANNUITY INSURANCE COMPANY|RECORDKEEPER|$43,232|—|$43,232|

| BATES & COMPANY INC|CONTRACT ADMIN|$22,388|—|$22,388|

| BATES & COMPANY|CONTRACT ADMIN|$22,388|—|$22,388|

| GLOBAL RETIREMENT PARTNERS LLC|INVESTMENT ADVISOR|$17,309|—|$17,309|

| GLOBAL RETIREMENT PARTNERS, LLC|OTHER|$17,309|—|$17,309|

| WELLTH ADVISORY SERVICES LLC|INVESTMENT ADVISOR|$13,536|—|$13,536|

| REHMANN ROBSON LLC|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [GLOBAL RETIREMENT PARTNERS, LLC](https://planprovider.pro/provider/global-retirement-partners-llc) — OTHER

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $136,162

- **Estimated Expense Ratio:** 0.960% 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|$71,720|—|$71,720|—|—|

| 2023|$92,503|—|$55,597|—|—|

| 2022|$23,393|$11,069|$12,324|—|—|

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