Plan Snapshot
- Plan Sponsor: U.S. Retail Flowers, INC.
- Sponsor EIN: 251899415
- Sponsor Address: 810 S 12TH ST, LEBANON, PA, 17042
- Plan Type: 401(k)
- Total Participants: 236
- Total Assets: $8.4M
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 | 236 | $8.4M | $116,262 | $373,597 |
| 2023 | 260 | $7.3M | $111,473 | $357,990 |
| 2022 | 163 | $6.2M | $124,322 | $378,753 |
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 |
|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | RECORDKEEPER | $17,348 | — | $17,348 |
| WILMINGTON TRUST, N.A. | OTHER | $16,381 | — | $16,381 |
| BUCKNO LISICKY & COMPANY | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BUCKNO LISICKY & COMPANY — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $33,729
- Estimated Expense Ratio: 0.399% 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 | $34,280 | $551 | — | — | — |
| 2023 | $30,791 | $16,566 | — | — | — |
| 2022 | $34,381 | $17,686 | $16,695 | — | — |