Plan Snapshot
- Plan Sponsor: Norman'S Nursery, INC.
- Sponsor EIN: 951669764
- Sponsor Address: 8665 E. DUARTE ROAD, SAN GABRIEL, CA, 91775
- Plan Type: 401(k)
- Total Participants: 257
- Total Assets: $6.6M
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 | 257 | $6.6M | $46,004 | $222,903 |
| 2023 | 347 | $6.3M | $119,051 | $289,339 |
| 2022 | 409 | $6.2M | $105,041 | $350,357 |
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 |
|---|---|---|---|---|
| LYNN JANZEN, CPA | 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 | $2,395 | $78 | $140 | — | — |
| 2023 | $1,159 | $22 | $60 | — | — |
| 2022 | $7,715 | — | $7,715 | — | — |