Plan Snapshot
- Plan Sponsor: Usa Bouquet LLC
- Sponsor EIN: 208068971
- Sponsor Address: 1500 NW 95TH AVE., MIAMI, FL, 33172
- Plan Type: 401(k)
- Total Participants: 175
- Total Assets: $4.5M
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 | 175 | $4.5M | $69,269 | $223,421 |
| 2023 | 145 | $4.2M | $59,527 | $185,069 |
| 2022 | 157 | $3.7M | $63,455 | $206,720 |
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 |
|---|---|---|---|---|
| CROWE LLP | 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 | $35,388 | $11,324 | — | — | — |
| 2023 | $27,097 | $10,138 | — | — | — |
| 2022 | $22,508 | $10,003 | $12,505 | — | — |