Plan Snapshot
- Plan Sponsor: Woodsman Kitchens & Floors, INC.
- Sponsor EIN: 592295910
- Sponsor Address: 11732 BEACH BLVD, JACKSONVILLE, FL, 32246
- Plan Type: 401(k)
- Total Participants: 146
- Total Assets: $12.8M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 146 | $12.8M | $217,286 | $576,475 |
| 2023 | 141 | $12.6M | $210,436 | $542,281 |
| 2022 | 158 | $11.4M | $217,444 | $519,508 |
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 |
|---|---|---|---|---|
| HOWARD & COMPANY, CPA, P.A. | 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 | $33,904 | — | $33,704 | — | — |
| 2023 | $140 | — | $140 | — | — |
| 2022 | $2,518 | — | $2,518 | — | — |