# Birkenstock Usa, LP 401(k) Plan
Source: https://planprovider.pro/companies/birkenstock-usa-lp-401k-plan

> Birkenstock Usa, LP's 401(k) plan: 343 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/commonwealth-financial-network) — ADVISOR

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

- [BPM LLP](https://planprovider.pro/provider/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|—|—|—|—|

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