# Formulated Solutions, LLC 401(k) Plan
Source: https://planprovider.pro/companies/formulated-solutions-llc-401k-plan

> Formulated Solutions, LLC's 401(k) plan: 553 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Formulated Solutions, LLC

- **Sponsor EIN:** 593679835

- **Sponsor Address:** 11775 STARKEY ROAD, LARGO, FL, 33773

- **Plan Type:** 401(k)

- **Total Participants:** 553

- **Total Assets:** $14.3M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **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|553|$14.3M|$1.2M|$2.4M|

| 2023|691|$10.3M|$879,300|$2.0M|

| 2022|537|$6.3M|$618,781|$1.2M|

## 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|

| EDWARD JONES & CO LP|INVESTMENT ADVISOR|$41,326|—|$41,326|

| SIGNATURE BENEFIT SOLUTIONS, INC.|CONTRACT ADMIN|$16,125|—|$16,125|

| EMPOWER ANNUITY INSURANCE CO OF AME|RECORDKEEPER|$6,064|—|$6,064|

| BDO USA, P.C.|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [BDO USA, P.C.](https://planprovider.pro/provider/bdo-usa-pc) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $63,515

- **Estimated Expense Ratio:** 0.445% 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|$2,094|—|—|—|—|

| 2023|$1,320|—|—|—|—|

| 2022|$5,051|—|$5,051|—|—|

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