Plan Snapshot
- Plan Sponsor: Birkenstock Usa, LP
- Sponsor EIN: 261300428
- Sponsor Address: 100 WOOD HOLLOW DRIVE,, NOVATO, CA, 94945
- Plan Type: 401(k)
- Total Participants: 343
- Total Assets: $29.7M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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 | 343 | $29.7M | $1.6M | $2.4M |
| 2023 | 270 | $23.8M | $1.3M | $1.9M |
| 2022 | 229 | $17.2M | $1.1M | $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 |
|---|---|---|---|---|
| COMMONWEALTH FINANCIAL NETWORK | ADVISOR | $51,862 | — | $51,862 |
| FIDELITY INVESTMENTS INSTITUTIONAL | RECORDKEEPER | $14,859 | — | $14,859 |
| BPM LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- COMMONWEALTH FINANCIAL NETWORK — ADVISOR
- FIDELITY INVESTMENTS INSTITUTIONAL — RECORDKEEPER
- BPM LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $66,721
- Estimated Expense Ratio: 0.224% 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 | $66,721 | $51,862 | — | — | — |
| 2023 | $54,675 | $42,236 | — | — | — |
| 2022 | $44,014 | — | — | — | — |