Plan Snapshot
- Plan Sponsor: Flrish, INC.
- Sponsor EIN: 383987482
- Sponsor Address: 1028 BUENOS AVE., SAN DIEGO, CA, 92110
- Plan Type: 401(k)
- Total Participants: 220
- Total Assets: $2.9M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 220 | $2.9M | $252,385 | $438,482 |
| 2023 | 303 | $2.9M | $292,421 | $540,416 |
| 2022 | 380 | $1.9M | $141,933 | $294,257 |
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 |
|---|---|---|---|---|
| RPG CONSULTANTS | NONE | $23,779 | — | $23,779 |
| LEE CPA AUDIT GROUP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- LEE CPA AUDIT GROUP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $23,779
- Estimated Expense Ratio: 0.808% 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 | $37,791 | — | $37,791 | — | — |
| 2023 | $30,677 | — | $30,677 | — | — |
| 2022 | $14,370 | — | $14,370 | — | — |