# Cone Distributing, INC. 401(k) Plan
Source: https://planprovider.pro/companies/cone-distributing-inc-401k-plan

> Cone Distributing, INC.'s 401(k) plan: 344 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/fidelity-investments) — RECORDKEEPER

- [NORTHWESTERN MUTUAL WEALTH MGMT CO](https://planprovider.pro/provider/northwestern-mutual) — 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|—|—|—|—|

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