Plan Snapshot
- Plan Sponsor: Barr Brands International, INC.
- Sponsor EIN: 461120364
- Sponsor Address: 1715 AARON BRENNER DRIVE, MEMPHIS, TN, 38120
- Plan Type: 401(k)
- Plan Number: 003
- Total Participants: 468
- Total Assets: $30.4M
Key Plan Design Features
- Auto-Enrollment: No
- 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. |
|---|---|---|---|---|
| 2025 | 468 | $30.4M | $0 | $0 |
| 2024 | 385 | $24.2M | $0 | $2.2M |
| 2023 | 386 | $18.3M | $0 | $2.0M |
| 2022 | 370 | $15.3M | $1,339 | $1.5M |
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 |
|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | Recordkeeper | $96,052 | — | $96,052 |
| DUNCAN WILLIAMS ASSET MANAGEMENT LL | Investment Advisor | — | $19,195 | $19,195 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $115,247
- Estimated Expense Ratio: 0.380% 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 |
|---|---|---|---|---|---|
| 2025 | $6,735,564 | $26 | $96,026 | — | — |
| 2024 | $76,306 | — | $76,306 | — | — |
| 2023 | $60,394 | — | $60,394 | — | — |
| 2022 | $58,519 | — | $58,519 | — | — |