# The Children'S Home Society Of Florida 403(b) Plan
Source: https://planprovider.pro/companies/the-children-s-home-society-of-florida-590192430-003

> The Children'S Home Society Of Florida's 403(b) plan: 1,046 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** The Children'S Home Society Of Florida

- **Sponsor EIN:** 590192430

- **Sponsor Address:** 5766 S. SEMORAN BLVD, ORLANDO, FL, 32822

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

- **Plan Number:** 003

- **Total Participants:** 1,046

- **Total Assets:** $40.8M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** Yes

- **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|1,046|$40.8M|$1.1M|$2.3M|

| 2023|1,015|$38.4M|$1.1M|$2.3M|

| 2022|1,021|$35.0M|$1.1M|$2.1M|

## 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|

| EMPOWER ANNUITY INSURANCE COMPANY O|Recordkeeper|$140,809|—|$140,809|

| ONEDIGITAL INVESTMENT ADVISORS LLC|Investment Advisor|$24,457|—|$24,457|

### Verified Provider Profiles

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

- [ONEDIGITAL INVESTMENT ADVISORS LLC](https://planprovider.pro/provider/onedigital-investment-advisors-llc) — Investment Advisor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $165,266

- **Estimated Expense Ratio:** 0.405% 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|$165,266|$24,457|—|—|—|

| 2023|$156,120|—|—|—|—|

| 2022|$145,819|$26,258|$119,561|—|—|

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