Retirement plan

TPC QUALIFIED PLANS LLC RETIREMENT SAVINGS PLAN

Name: GREEN MOUNTAIN FLORAL SUPPLY - TPC QUALIFIED PLANS LLC RETIREMENT SAVINGS PLAN (2025) Form 5500
Creator: GREEN MOUNTAIN FLORAL SUPPLY
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, TPC QUALIFIED PLANS LLC RETIREMENT SAVINGS PLAN, GREEN MOUNTAIN FLORAL SUPPLY

GREEN MOUNTAIN FLORAL SUPPLYEIN 03-0284163Plan #020PY 2025

45 SWIFT STREET - SOUTH BURLINGTON, VT 05403802-865-4447gmfsi.comLinkedIn1-10 employeeswholesale

Prospect flagsLow participation

How to read this page

Total assets (EOY)

$630K

+56.8% from 2024

Total participants

+5.6% from 2024

Average account balance

$25,199

+31.7% from 2024

Annual return

19.52%

+7.47 pp from 2024

Benchmarks

See 1,894 peers

Peer group

Industry45 - Retail Trade

Plan typeDefined contribution

Participants25-99

Cohort1,894 peers

Snapshot2025

Free accounts unlock saves, downloads, and 3-year history.

Analytics

Total assets (EOY)

Plan-year ending balance

$630K

Not enough data

1 years with asset history on file

Average account balance

Total assets / participants with a balance (line 6g)

$25K

Not enough data

1 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

Not enough data

1 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

65.8%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$150K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$4K

Not enough data

1 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+19.52%

Not enough data

1 years with return on file

Admin fee / account holder

Total admin expenses / participants with a balance (line 6g)

$210

Not enough data

1 years with admin cost on file

Asset composition

Cash / stocks / bonds / mutual funds / real estate / loans over time

Not enough data

0 years with F_SCH_H allocation on file

Free accounts unlock saves, downloads, and 3-year history.

Service providers

Providers data not reported

Schedule C was not filed on this plan's most recent Form 5500, so no compensated service providers are available to display.

Plan features & details

Pension benefit codes2E2F2G2J2T

Plan features

2E
Profit-sharing
Profit-sharing plan.
2F
ERISA section 404(c) plan
This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
2G
Total participant-directed account plan
Participants have the opportunity to direct the investment of all of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
2J
Code section 401(k) feature
Cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.
2T
Default investment account
Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.

Opportunity flags

1 tripped

OpportunityLow participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.

Expense breakdown

Schedule H Part II

Admin total

$5K

$138 / participant

Other / not subdivided$5K100.0%

% of EOY assets

0.832%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

No opinion code on file for this filing.

Auditor firm: (not reported)
Auditor EIN: -
Audit fees: (not subdivided)
Opinion code: -

Metric

This plan

Peer set

Industry

Size

Avg account balance

$25,199

$63,703-60.4%

$93,063-72.9%

$82,448-69.4%

Participation rate

65.8%

63.8%+2.0pp

72.1%-6.3pp

68.1%-2.3pp

Annual return

19.52%

-775.43%+795.0pp

34.15%-14.6pp

41.64%-22.1pp

Employer contribution / active EE

$1,090

$1,729-36.9%

$2,476-56.0%

$2,551-57.3%

Participant deferral / active EE

$2,867

$2,919-1.8%

$3,958-27.6%

$4,139-30.7%

Admin fee / account holder

$210

$5,982-96.5%

$6,033-96.5%

$7,234-97.1%

TPC QUALIFIED PLANS LLC RETIREMENT SAVINGS PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

TPC QUALIFIED PLANS LLC RETIREMENT SAVINGS PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion