Plan Snapshot
- Plan Sponsor: One Florida Bank
- Sponsor EIN: 010914314
- Sponsor Address: 33 W. PINELOCH AVENUE, SUITE A, ORLANDO, FL, 32806
- Plan Type: 401(k)
- Total Participants: 168
- Total Assets: $11.2M
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 | 168 | $11.2M | $550,397 | $1.1M |
| 2023 | 169 | $8.9M | $559,537 | $1.1M |
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 |
|---|---|---|---|---|
| CERTIFIED ADVISORY CORP | INVESTMENT ADVISOR | $11,419 | — | $11,419 |
| CERTIFIED BENEFITS CORP | TPA AND RK | $7,292 | — | $7,292 |
| HACKER, JOHNSON & SMITH, P.A. | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- CERTIFIED ADVISORY CORP — INVESTMENT ADVISOR
- HACKER, JOHNSON & SMITH, P.A. — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $18,711
- Estimated Expense Ratio: 0.168% 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 | $18,711 | $11,419 | $3,646 | — | — |
| 2023 | $6,303 | $4,208 | $823 | — | — |