Plan Snapshot
- Plan Sponsor: A & I Floor Covering INC
- Sponsor EIN: 721528606
- Sponsor Address: 6465 S 3000 E, SALT LAKE CITY, UT, 84121
- Plan Type: 401(k)
- Total Participants: 236
- Total Assets: $5.8M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 236 | $5.8M | $258,554 | $124,591 |
| 2023 | 214 | $4.8M | $233,720 | $128,410 |
| 2022 | 148 | $3.9M | $377,512 | $143,658 |
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 |
|---|---|---|---|---|
| LANCASTER FINANCIAL & VALUATION SRV | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $1,855 | — | $1,855 | — | — |
| 2023 | $5,444 | — | $5,444 | — | — |
| 2022 | $3,101 | — | $3,101 | — | — |