Plan Snapshot
- Plan Sponsor: Certified Flooring Installation, In C.
- Sponsor EIN: 352191900
- Sponsor Address: 825 LINDBERG COURT, HEBRON, KY, 41048
- Plan Type: 401(k)
- Total Participants: 101
- Total Assets: $2.0M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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 | 101 | $2.0M | $143,055 | $349,395 |
| 2023 | 113 | $1.4M | $147,307 | $335,743 |
| 2022 | 116 | $931,813 | $53,703 | $258,691 |
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 |
|---|---|---|---|---|
| AMI BENEFIT PLAN ADMINISTRATORS, IN | NONE | $18,108 | — | $18,108 |
| TIMOTHY J. HALCHUCK | NONE | $7,893 | — | $7,893 |
| HD DAVIS CPAS, LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- HD DAVIS CPAS, LLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $26,001
- Estimated Expense Ratio: 1.312% 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 | $26,001 | $7,893 | $18,108 | — | — |
| 2023 | $17,459 | $5,181 | $12,278 | — | — |
| 2022 | $18,363 | $4,259 | $14,104 | — | — |