# Bel Brands Usa 401(k) Plan
Source: https://planprovider.pro/companies/bel-brands-usa-401k-plan

> Bel Brands Usa's 401(k) plan: 729 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Bel Brands Usa

- **Sponsor EIN:** 222019556

- **Sponsor Address:** 30 SOUTH WACKER DRIVE, CHICAGO, IL, 60606

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

- **Total Participants:** 729

- **Total Assets:** $79.6M

## 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|729|$79.6M|$3.0M|$5.0M|

| 2023|742|$70.1M|$2.9M|$4.9M|

| 2022|819|$58.8M|$2.5M|$4.5M|

## 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|CONTRACT ADMINISTRATOR|$82,479|—|$82,479|

| CLARK, SCHAEFER, HACKETT & CO.|Auditor|—|—|$0|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $82,479

- **Estimated Expense Ratio:** 0.104% 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|$82,479|—|$82,479|—|—|

| 2023|$90,312|—|$90,312|—|—|

| 2022|$78,514|—|$74,984|—|$3,530|

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