Plan Ledger DOL Form 5500 · updated monthly

Sunshine Bouquet Company401(k)

SUNSHINE BOUQUET COMPANY 401(K) PLAN · DAYTON, NJ · plan year 2024

Reported admin expense ratio · 2024
0.25%

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

Sunshine Bouquet Company reported $51,879 in plan administrative expenses for 2024: 0.25% of average plan assets, below the peer median. Employer contributions averaged $1,049 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 rose from 0.04% to 0.25%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other wholesale trade employers. By assets it is the 968th-largest of 2,419 plans among New Jersey employers on file, and the 1,648th of 4,246 in wholesale trade. In 2024, employees put in $2.91 for every $1.00 the employer contributed; active participation has grown from 465 to 648 since 2022.

Plan summary
Net assets, end of year$23,662,820
Participants with balances391
Active participants648
Employer contributions$679,532
Employee contributions$1,978,375
Employer contribution per active participant$1,049
Average account balance$60,519
Benefits paid to participants$1,290,301
Plan auditUnmodified (clean) audit opinion
AuditorWITHIUMSMITH BROWN PC
Plan history3
Yearassets · accounts · employer contribution
2024$23.7M · 391 accts · $680K emplr
2023$18.1M · 352 accts · $573K emplr
2022$14.2M · 328 accts · $512K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$11,446
Investment management$40,433
Total administrative$51,879
The Sunshine Bouquet Company 401(k) match · 2024
Employer contribution per active participant$1,049
Median for plans this size$2,416
2024$1,049 per active participant
2023$1,043 per active participant
2022$1,101 per active participant

Sunshine Bouquet Company's 2024 employer contribution ran below the $2,416 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 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20243
PRINCIPLED ADVISORS, INC. · Recordkeeping · Trustee$40,432
ADP, INC. · Loan processing · Recordkeeping$11,445
ADP BROKER-DEALER · Other servicesindirect comp

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

Recordkeeper by year2
2024ADP, PRINCIPLED ADVISORS, INC.
2023ADP, PRINCIPLED ADVISORS, INC.

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Administrative cost history3
2024$51,879 · 0.25%
2023$22,507 · 0.14%
2022$6,295 · 0.04%
Similar plansWholesale Trade · New Jersey
Unex Corp NJ$26.8M · 0.13%
Pharming Healthcare, Inc. NJ$26.0M · 0.11%
Ferrari North America, Inc. NJ$25.8M · 0.09%
Arett Sales Corporation NJ$25.0M · 0.13%
High Grade Beverage NJ$22.7M · 0.09%
Paige Electric Co., L.P. NJ$22.7M · 0.25%
Wallpaper Imports Inc. NJ$22.2M · 0.06%

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Source: U.S. Department of Labor, Form 5500 series, EIN 222326282 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.