Plan Snapshot
- Plan Sponsor: American Florist Supply, INC.
- Sponsor EIN: 043541519
- Sponsor Address: 1 PROGRESS WAY, WILMINGTON, MA, 01887
- Plan Type: 401(k)
- Total Participants: 184
- Total Assets: $8.6M
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 | 184 | $8.6M | $87,393 | $516,894 |
| 2023 | 163 | $7.7M | $93,575 | $480,603 |
| 2022 | 228 | $7.1M | $89,386 | $485,181 |
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 |
|---|---|---|---|---|
| CITRIN COOPERMAN | 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 | $53,346 | $22,632 | — | — | — |
| 2023 | $56,530 | $20,927 | — | — | — |
| 2022 | $57,981 | — | — | — | — |