# U.S. Retail Flowers, INC. 401(k) Plan
Source: https://planprovider.pro/companies/u-s-retail-flowers-inc-401k-plan

> U.S. Retail Flowers, INC.'s 401(k) plan: 236 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/buckno-lisicky-and-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|—|—|

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