# One Florida Bank 401(k) Plan
Source: https://planprovider.pro/companies/one-florida-bank-401k-plan

> One Florida Bank's 401(k) plan: 168 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/certified-advisory-corp) — INVESTMENT ADVISOR

- [HACKER, JOHNSON & SMITH, P.A.](https://planprovider.pro/provider/hacker-johnson-and-smith-pa) — 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|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/one-florida-bank-401k-plan)

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