# Kipp Of Jacksonville 403(b) Plan
Source: https://planprovider.pro/companies/kipp-of-jacksonville-403b-plan

> Kipp Of Jacksonville's 403(b) plan: 331 participants, plan year 2023 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2023.

## Plan Snapshot

- **Plan Sponsor:** Kipp Of Jacksonville

- **Sponsor EIN:** 264046741

- **Sponsor Address:** 1440 MCDUFF AVE N, JACKSONVILLE, FL, 322542035

- **Plan Type:** 403(b)

- **Total Participants:** 331

- **Total Assets:** $1.7M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** Yes

- **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.|

| 2023|331|$1.7M|$80,139|$221,411|

| 2022|294|$1.4M|$89,000|$243,002|

## 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|$29,116|—|$29,116|

| TRIAD ADVISORS INC|OTHER SERVICES|—|$14,424|$14,424|

| BERMAN HOPKINS WRIGHT & LAHAM|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [TRIAD ADVISORS INC](https://planprovider.pro/provider/stonebridge-financial-group) — OTHER SERVICES

- [BERMAN HOPKINS WRIGHT & LAHAM](https://planprovider.pro/provider/berman-hopkins-cpas-and-associates) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $43,540

- **Estimated Expense Ratio:** 2.520% 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|

| 2023|$14,545|—|$14,545|—|—|

| 2022|$12,922|—|$12,922|—|—|

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