Plan Snapshot
- Plan Sponsor: Sunshine Bouquet Company
- Sponsor EIN: 222326282
- Sponsor Address: 3 A CHRIS COURT, DAYTON, NJ, 08810
- Plan Type: 401(k)
- Total Participants: 648
- Total Assets: $23.7M
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 | 648 | $23.7M | $679,532 | $2.0M |
| 2023 | 549 | $18.1M | $572,710 | $1.7M |
| 2022 | 465 | $14.2M | $512,056 | $1.5M |
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 |
|---|---|---|---|---|
| PRINCIPLED ADVISORS, INC. | INVESTMENT/FINANCIAL ADVI | $40,432 | — | $40,432 |
| ADP, INC. | RECORD KEEPER | $11,445 | — | $11,445 |
| WITHIUMSMITH BROWN PC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ADP, INC. — RECORD KEEPER
- WITHIUMSMITH BROWN PC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $51,877
- Estimated Expense Ratio: 0.219% 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 | $51,879 | $40,433 | — | — | — |
| 2023 | $22,507 | $15,710 | — | — | — |
| 2022 | $6,295 | — | — | — | — |