Plan Snapshot
- Plan Sponsor: Flagzone, LLC
- Sponsor EIN: 233025634
- Sponsor Address: 105 A INDUSTRIAL DRIVE, GILBERTSVILLE, PA, 195250526
- Plan Type: 401(k)
- Total Participants: 73
- Total Assets: $5.6M
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 | 73 | $5.6M | $96,282 | $146,329 |
| 2023 | 86 | $4.9M | $102,114 | $166,494 |
| 2022 | 85 | $3.8M | $110,271 | $180,655 |
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 |
|---|---|---|---|---|
| CBIZ CPAS, P.C. | 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 | $23,752 | $19,594 | $4,158 | — | — |
| 2023 | $26,059 | $23,373 | $2,686 | — | — |
| 2022 | $24,782 | $22,738 | $2,044 | — | — |