Plan Snapshot
- Plan Sponsor: Barry Callebaut Usa
- Sponsor EIN: 260072915
- Sponsor Address: 600 WEST CHICAGO AVENUE, CHICAGO, IL, 60654
- Plan Type: 401(k)
- Total Participants: 1,366
- Total Assets: $134.5M
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 | 1,366 | $134.5M | $4.6M | $9.3M |
| 2023 | 1,460 | $117.6M | $5.0M | $9.1M |
| 2022 | 1,440 | $93.9M | $4.5M | $8.5M |
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 |
|---|---|---|---|---|
| MAULDIN & JENKINS, LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MAULDIN & JENKINS, LLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $256,473 | $40,000 | $216,473 | — | — |
| 2023 | $226,386 | $20,000 | $206,386 | — | — |
| 2022 | $241,524 | $40,000 | $200,324 | — | — |