AUMdb

Fortegra Financial Corporation 401(k) Savings Plan

Sponsored by Fortegra Financial Corporation · EIN 581461399 · Plan #001

Total assets
$43.0M
Net assets
$43.0M
Active participants
495
With balances
577

Plan year beginning 01/01/2024 · 401(k)

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

No linked investment advisers.

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
One Digital Investment Advisors Investment advisory (plan) $35,000
Fidelity Investments Institutional Participant loan processing, Sub-transfer agency fees, Recordkeeping fees -$10,962