Retirement plan

401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF FLORA, INC.

Name: FLORA, INC. - 401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF FLORA, INC. (2025) Form 5500
Creator: FLORA, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, 401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF FLORA, INC., FLORA, INC.

FLORA, INC.EIN 91-1747264Plan #001PY 2025

805 E BADGER RD - LYNDEN, WA 982649502360-354-2110

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$5.4M

-4.3% from 2024

Total participants

-21.3% from 2024

Average account balance

$79,728

+21.0% from 2024

Annual return

13.03%

-2.34 pp from 2024

Benchmarks

See 5,733 peers

Peer group

Industry33 - Manufacturing

Plan typeDefined contribution

Participants25-99

Cohort5,733 peers

Snapshot2025

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

Analytics

Total assets (EOY)

Plan-year ending balance

$5.42M

Not enough data

1 years with asset history on file

Average account balance

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

$80K

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.

251.9%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$192K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$7K

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

+13.03%

Not enough data

1 years with return on file

Admin fee / account holder

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

$17304

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 codes2G2F2S2T

Plan features

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.
2S
Automatic enrollment
Plan provides for automatic enrollment in plan that has elective contributions deducted from payroll.
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

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)

Expense breakdown

Schedule H Part II

Admin total

$1.2M

$43581 / participant

Other / not subdivided$1M100.0%

% of EOY assets

21.704%

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

$79,728

$97,550-18.3%

$120,344-33.7%

$87,485-8.9%

Participation rate

92.6%

72.8%+19.8pp

76.7%+15.9pp

68.9%+23.7pp

Annual return

13.03%

18.41%-5.4pp

20.30%-7.3pp

26.06%-13.0pp

Employer contribution / active EE

$2,809

$2,291+22.6%

$3,020-7.0%

$2,596+8.2%

Participant deferral / active EE

$4,302

$4,230+1.7%

$5,135-16.2%

$4,274+0.7%

Admin fee / account holder

$17,304

$9,543+81.3%

$12,742+35.8%

$7,775+122.6%

401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF FLORA, INC.

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF FLORA, INC.

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