AUMdb

Florida Family Insurance 401(k) Plan

Sponsored by Florida Family Insurance Services, Llc · EIN 593373653 · Plan #001

Total assets
$20.9M
Net assets
$20.9M
Active participants
92
With balances
129

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
Bokf, Na Recordkeeping, Consulting (pension), Investment advisory (plan) $4,822
Charles Schwab Trust Bank Custodial (securities), Account maintenance fees $0