Plan Snapshot
- Plan Sponsor: One Call Corporation
- Sponsor EIN: 223218521
- Sponsor Address: 841 PRUDENTIAL DRIVE, JACKSONVILLE, FL, 32207
- Plan Type: 401(k)
- Total Participants: 1,929
- Total Assets: $97.7M
Key Plan Design Features
- Auto-Enrollment: Yes
- 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 | 1,929 | $97.7M | $2.5M | $7.4M |
| 2023 | 1,995 | $89.1M | $2.5M | $7.4M |
| 2022 | 2,106 | $77.6M | $2.5M | $7.3M |
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 |
|---|---|---|---|---|
| MERRILL LYNCH, PIERCE, FENNER AND S | Recordkeeper | $290,434 | — | $290,434 |
| ANDERSON FINANCIAL PARTNERS | Other Service Provider | $40,000 | — | $40,000 |
| BDO | Other Service Provider | $34,530 | — | $34,530 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $364,964
- Estimated Expense Ratio: 0.374% 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 | $365,168 | $40,000 | — | $34,530 | — |
| 2023 | $443,951 | — | — | $67,698 | — |
| 2022 | $433,345 | — | — | — | — |