# Ftd, LLC 401(k) Plan
Source: https://planprovider.pro/companies/ftd-llc-401k-plan

> Ftd, LLC&#39;s 401(k) plan: 289 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Ftd, LLC

- **Sponsor EIN:** 842235842

- **Sponsor Address:** 171 N CLARK ST SUITE 200, CHICAGO, IL, 60601

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

- **Total Participants:** 289

- **Total Assets:** $42.1M

## 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|289|$42.1M|$1.5M|$2.9M|

| 2023|350|$36.4M|$666,004|$2.9M|

| 2022|400|$30.4M|$1.0M|$3.3M|

## 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|

| UBS FINANCIAL SERVICES INC|RETAINED BY EMPLOYER|$45,503|—|$45,503|

| JOHN HANCOCK|RETAINED BY EMPLOYER|$43,243|—|$43,243|

| BELFINT, LYONS, SHUMAN P.A.|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [UBS FINANCIAL SERVICES INC](https://planprovider.pro/provider/aspire-financial-services) — RETAINED BY EMPLOYER

- [JOHN HANCOCK](https://planprovider.pro/provider/john-hancock) — RETAINED BY EMPLOYER

- [BELFINT, LYONS, SHUMAN P.A.](https://planprovider.pro/provider/belfint-lyons-and-shuman-pa) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $88,746

- **Estimated Expense Ratio:** 0.211% 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|$88,746|$45,503|$43,243|—|—|

| 2023|$113,033|—|$113,033|—|—|

| 2022|$70,960|$5,217|—|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/ftd-llc-401k-plan)

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