# Step Up For Students-Florida, INC. 401(k) Plan
Source: https://planprovider.pro/companies/step-up-for-students-401k-plan

> Step Up For Students-Florida, INC.'s 401(k) plan: 397 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Step Up For Students-Florida, INC.

- **Sponsor EIN:** 593649371

- **Sponsor Address:** 4655 SALISBURY RD SUITE 400, JACKSONVILLE, FL, 32256

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

- **Total Participants:** 397

- **Total Assets:** $20.9M

## 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|397|$20.9M|$1.5M|$2.3M|

| 2023|309|$17.4M|$1.1M|$1.8M|

| 2022|246|$13.2M|$825,499|$1.4M|

## 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|$42,026|—|$42,026|

| GLOBAL RETIREMENT PARTNERS LLC|INVESTMENT ADVISOR|$30,803|—|$30,803|

| WELLTH ADVISORY SERVICES LLC|INVESTMENT ADVISOR|$24,575|—|$24,575|

| EMPOWER ADVISORY GROUP, LLC|INVESTMENT MGMT|$17,646|—|$17,646|

| ASSURANCEDIMENSIONS|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [ASSURANCEDIMENSIONS](https://planprovider.pro/provider/assurance-dimensions-inc) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $115,050

- **Estimated Expense Ratio:** 0.551% 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|$115,050|$73,024|—|—|—|

| 2023|$91,080|$57,254|—|—|—|

| 2022|$87,280|$50,804|$36,476|—|—|

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