Plan Snapshot
- Plan Sponsor: Bakery Express Of Central Florid
- Sponsor EIN: 593369097
- Sponsor Address: 1630 PRIME CT STE 200, ORLANDO, FL, 32809
- Plan Type: 401(k)
- Total Participants: 241
- Total Assets: $5.0M
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 | 241 | $5.0M | $172,486 | $533,046 |
| 2023 | 212 | $4.0M | $146,711 | $428,979 |
| 2022 | 207 | $3.2M | $127,729 | $381,172 |
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 |
|---|---|---|---|---|
| ADP, INC. | RECORD KEEPER | $33,872 | — | $33,872 |
| MERRILL LYNCH PIERCE FENNER & SMITH | INVESTMENT ADVISOR | $12,558 | $7 | $12,565 |
| SC&H ATTEST SERVICES P.C. | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ADP, INC. — RECORD KEEPER
- SC&H ATTEST SERVICES P.C. — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $46,437
- Estimated Expense Ratio: 0.937% of plan assets
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 | $46,430 | $12,558 | — | — | — |
| 2023 | $38,291 | $33,335 | — | — | — |
| 2022 | $34,396 | — | — | — | — |