Plan Snapshot
- Plan Sponsor: Nfm & J, LLC Dba The Facilities
- Sponsor EIN: 844968763
- Sponsor Address: 217 NORTH HOWARD AVENUE, TAMPA, FL, 33606
- Plan Type: 401(k)
- Total Participants: 4,146
- Total Assets: $10.2M
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 | 4,146 | $10.2M | $1.4M | $3.2M |
| 2023 | 2,333 | $6.0M | $1.2M | $2.6M |
| 2022 | 2,014 | $2.7M | $408,860 | $858,697 |
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 |
|---|---|---|---|---|
| WARREN AVERETT LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- WARREN AVERETT LLC — Auditor
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 | $96,936 | $29,638 | — | — | — |
| 2023 | $64,101 | $16,747 | — | — | — |
| 2022 | $3,805 | — | — | — | — |