# Balsam Brands INC. 401(k) Plan
Source: https://planprovider.pro/companies/balsam-brands-inc-401k-plan

> Balsam Brands INC.'s 401(k) plan: 180 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Balsam Brands INC.

- **Sponsor EIN:** 473255205

- **Sponsor Address:** 700 JEFFERSON, REDWOOD CITY, CA, 94063

- **Plan Type:** 401(k)

- **Total Participants:** 180

- **Total Assets:** $22.0M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** Yes

- **Participant Loans:** No

- **Participant-Directed Investments:** Yes

- **ERISA Section 404(c) Fiduciary Safe Harbor:** Yes

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|180|$22.0M|$706,195|$2.4M|

| 2023|168|$16.9M|$645,624|$1.8M|

| 2022|178|$11.8M|$638,778|$1.6M|

## Service Providers (Schedule C)

Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).

| Provider Name|
Role|
Direct Compensation|
Indirect Compensation|
Total Fees|

| FIDELITY INVESTMENTS INSTITUTIONAL|RECORDKEEPER|$33,947|—|$33,947|

| STRATEGIC ADVISORS, INC.|ADVISOR|$8,598|—|$8,598|

| EIDE BAILLY|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [FIDELITY INVESTMENTS INSTITUTIONAL](https://planprovider.pro/provider/fidelity-investments) — RECORDKEEPER

- [STRATEGIC ADVISORS, INC.](https://planprovider.pro/provider/creative-planning) — ADVISOR

- [EIDE BAILLY](https://planprovider.pro/provider/eide-bailly-llp) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $42,545

- **Estimated Expense Ratio:** 0.194% of plan assets

### Historical Administrative Expenses

Breakdown of administrative expense categories reported on Form 5500 filings.

| Year|
Total Admin Expenses|
Investment Mgmt Fees|
Contract Admin Fees|
IQPA Audit Fees|
Professional Fees|

| 2024|$42,545|$8,598|$300|—|—|

| 2023|$26,772|$4,356|—|—|—|

| 2022|$24,062|$2,313|—|—|—|

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