Plan Snapshot
- Plan Sponsor: A & N Corporation
- Sponsor EIN: 591170805
- Sponsor Address: 707 SW 19TH AVE, WILLISTON, FL, 32696
- Plan Type: 401(k)
- Total Participants: 77
- Total Assets: $6.2M
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 | 77 | $6.2M | $145,496 | $209,299 |
| 2023 | 102 | $6.0M | $152,578 | $225,800 |
| 2022 | 103 | $5.0M | $147,504 | $223,107 |
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 |
|---|---|---|---|---|
| PURVIS, GRAY AND COMPANY, LLP | 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 | $4,035 | $670 | — | — | — |
| 2023 | $4,676 | — | — | — | — |
| 2022 | $2,044 | — | — | — | — |