Retirement plan

FLORIDA NATURAL FLAVORS, INC./BAR CONTROLS OF FLORIDA INC. RETIREMENT PLAN

Name: FLORIDA NATURAL FLAVORS, INC. - FLORIDA NATURAL FLAVORS, INC./BAR CONTROLS OF FLORIDA INC. RETIREMENT PLAN (2025) Form 5500
Creator: FLORIDA NATURAL FLAVORS, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, FLORIDA NATURAL FLAVORS, INC./BAR CONTROLS OF FLORIDA INC. RETIREMENT PLAN, FLORIDA NATURAL FLAVORS, INC.

FLORIDA NATURAL FLAVORS, INC.EIN 59-2349260Plan #001PY 2025

180 LYMAN ROAD, SUITE 120 - CASSELBERRY, FL 327072801407-834-5979floridanaturalflavors.comLinkedIn11-50 employeesfood & beverages

Prospect flagsHigh feesLow fidelity bond

How to read this page

Total assets (EOY)

$5.1M

+18.4% from 2024

Total participants

-7.1% from 2024

Average account balance

$146,626

+25.1% from 2024

Annual return

14.37%

-7.70 pp from 2024

Benchmarks

See 357 peers

Peer group

Industry31 - Manufacturing

Plan typeDefined contribution

Participants25-99

Cohort357 peers

Snapshot2025

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

Analytics

Total assets (EOY)

Plan-year ending balance

$5.13M

Not enough data

1 years with asset history on file

Average account balance

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

$147K

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.

112.9%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$413K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$13K

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

+14.37%

Not enough data

1 years with return on file

Admin fee / account holder

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

$8370

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 codes2E2H2J2T3D3H

Plan features

2E
Profit-sharing
Profit-sharing plan.
2H
Partial participant-directed account plan
Participants have the opportunity to direct the investment of a portion 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.
3D
Pre-approved pension plan
A master prototype or volume submitter plan that is the subject of a favorable opinion or advisory letter from the IRS.
3H
Controlled group member
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b) (c) or (m)).

Opportunity flags

2 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
ComplianceLow fidelity bond
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).

Expense breakdown

Schedule H Part II

Admin total

$293K

$9450 / participant

Other / not subdivided$293K100.0%

% of EOY assets

5.708%

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

$146,626

$86,330+69.8%

$121,871+20.3%

$94,015+56.0%

Participation rate

87.1%

66.7%+20.4pp

73.2%+13.9pp

70.8%+16.3pp

Annual return

14.37%

14.95%-0.6pp

13.57%+0.8pp

17.84%-3.5pp

Employer contribution / active EE

$12,119

$2,292+428.7%

$2,731+343.7%

$2,790+334.4%

Participant deferral / active EE

$1,216

$3,146-61.3%

$4,318-71.8%

$4,249-71.4%

Admin fee / account holder

$8,370

$7,346+13.9%

$11,551-27.5%

$8,951-6.5%

FLORIDA NATURAL FLAVORS, INC./BAR CONTROLS OF FLORIDA INC. RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

FLORIDA NATURAL FLAVORS, INC./BAR CONTROLS OF FLORIDA INC. RETIREMENT 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