Plan Snapshot
- Plan Sponsor: Cone Distributing, INC.
- Sponsor EIN: 592485014
- Sponsor Address: 1551 NW 44TH AVE, OCALA, FL, 34482
- Plan Type: 401(k)
- Total Participants: 344
- Total Assets: $19.8M
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 | 344 | $19.8M | $563,595 | $1.7M |
| 2023 | 308 | $16.4M | $547,645 | $1.6M |
| 2022 | 314 | $13.4M | $514,023 | $1.5M |
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 |
|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | RECORDKEEPER | $59,994 | — | $59,994 |
| NORTHWESTERN MUTUAL WEALTH MGMT CO | ADVISOR | $41,797 | — | $41,797 |
| PURVIS GRAY & COMPANY | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FIDELITY INVESTMENTS INSTITUTIONAL — RECORDKEEPER
- NORTHWESTERN MUTUAL WEALTH MGMT CO — ADVISOR
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $101,791
- Estimated Expense Ratio: 0.514% 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 | $101,791 | $41,797 | — | — | — |
| 2023 | $81,759 | $33,741 | — | — | — |
| 2022 | $80,244 | — | — | — | — |