Plan Snapshot
- Plan Sponsor: Black & Decker (U.S.) INC.
- Sponsor EIN: 521127357
- Sponsor Address: 701 E JOPPA ROAD, TOWSON, MD, 21286
- Plan Type: DB
- Total Participants: 721
- Total Assets: $718.2M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 721 | $718.2M | $4.3M | $0 |
| 2023 | 781 | $764.4M | $1.9M | $0 |
| 2022 | 821 | $757.0M | $4.9M | $0 |
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 |
|---|---|---|---|---|
| NISA INVESTMENT ADVISORS | Other Service Provider | $635,204 | — | $635,204 |
| PRINCIPAL LIFE INSURANCE COMPANY | Other Service Provider | $598,901 | — | $598,901 |
| BARROW, HANLEY, MEWHINNEY & STRAUSS | Other Service Provider | $417,530 | — | $417,530 |
| DODGE & COX | Other Service Provider | $350,739 | — | $350,739 |
| HARDING LOEVNER LP | Investment Advisor | $317,391 | — | $317,391 |
| LSV ASSET MANAGEMENT | Other Service Provider | $310,925 | — | $310,925 |
| ROCATON | Other Service Provider | $185,000 | — | $185,000 |
| WILLIS TOWERS WATSON | Recordkeeper | $172,838 | — | $172,838 |
| THE BANK OF NEW YORK MELLON | Other Service Provider | $162,388 | — | $162,388 |
| GOLDMAN SACHS | Investment Advisor | $72,109 | — | $72,109 |
| STATE STREET GLOBAL ADVISORS | Other Service Provider | $68,360 | — | $68,360 |
| FIONDELLA, MILONE & LASARACINA LLP | Other Service Provider | $50,786 | — | $50,786 |
| REID & RIEGE, P.C. | Other Service Provider | $23,009 | — | $23,009 |
| PWC | Other Service Provider | $10,000 | — | $10,000 |
| USI CONSULTING GROUP, INC. | Other Service Provider | $5,500 | — | $5,500 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- HARDING LOEVNER LP — Investment Advisor
- WILLIS TOWERS WATSON — Recordkeeper
- GOLDMAN SACHS — Investment Advisor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $3,380,680
- Estimated Expense Ratio: 0.471% 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 | $2,791,868 | — | $1,032,721 | $60,786 | — |
| 2023 | $6,604,578 | — | $844,865 | $39,136 | — |
| 2022 | $3,244,272 | $146,986 | $808,791 | — | $198,155 |