Plan Ledger DOL Form 5500 · updated monthly

All America-Phillips Flower Shop, Inc.Profit-sharing plan

ALL AMERICA-PHILLIP'S FLOWER SHOP, INC. PROFIT SHARING PLAN · WESTMONT, IL · plan year 2023

Reported admin expense ratio · 2023
0.55%

Peer grade: C · admin costs + employer contributions vs same-size plans · how grading works

All America-Phillips Flower Shop, Inc. reported $45,879 in plan administrative expenses for 2023: 0.55% of average plan assets, above the peer median. Employer contributions averaged $0 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 2 years on file its reported administrative ratio fell from 0.55% to 0.21%. The plan sits in the $1M–$10M size bracket, benchmarked here against 22,307 comparable plans and shown alongside other retail trade employers. By assets it is among the smaller plans on file in Illinois (2,533rd of 3,702), and 2,931st of 5,215 in retail trade.

Plan summary
Net assets, end of year$8,522,789
Participants with balances149
Active participants154
Employer contributions$0
Employee contributions$0
Employer contribution per active participant$0
Average account balance$57,200
Benefits paid to participants$1,118,081
Plan auditUnmodified (clean) audit opinion
AuditorHANSEN PLAHM & COMPANY
Plan history3
Yearassets · accounts · employer contribution
2024$8.0M · 126 accts
2023$8.5M · 149 accts
2022$8.1M · 164 accts · $255K emplr
Administrative expenses, itemized · 2023
Recordkeeping & contract admin$16,739
Investment management$29,140
Total administrative$45,879
Employer contributions to the All America-Phillips Flower Shop, Inc. plan · 2023
Employer contribution per active participant$0
Median for plans this size$1,308

All America-Phillips Flower Shop, Inc.'s 2023 employer contribution ran below the $1,308 median for plans its size, in the bottom quarter of its peers. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2023 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20233
PRIVATE VISTA, LLC · Investment advisory (plan)$29,140
HANSON PLAHM & COMPANY$9,800
RETIREMENT SOLUTION GROUP$6,939

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Administrative cost history3
2024$17,491 · 0.21%
2023$45,879 · 0.55%
2022$42,275 · 0.55%
Similar plansRetail Trade · Illinois
O'Brien Auto Team, Inc. IL$9.0M · 0.98%
Farm King Supply, Inc IL$8.6M · 0.71%
Kimberly Key Courtesy IL$8.2M · 0.48%

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Source: U.S. Department of Labor, Form 5500 series, EIN 362123530 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.