Plan Snapshot
- Plan Sponsor: Cfl Usa, LLC
- Sponsor EIN: 844597838
- Sponsor Address: 3576 US HWY 41, ADAIRSVILLE, GA, 30103
- Plan Type: 401(k)
- Total Participants: 238
- Total Assets: $1.7M
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 | 238 | $1.7M | $135,778 | $419,318 |
| 2023 | 158 | $1.1M | $184,940 | $304,065 |
| 2022 | 169 | $588,609 | $206,311 | $299,723 |
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 |
|---|---|---|---|---|
| SMITH + HOWARD | 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 | $23,422 | — | $23,422 | — | — |
| 2023 | $20,915 | — | $20,915 | — | — |
| 2022 | — | — | — | — | — |