# Blue Bell Creameries, INC. 401(k) Plan
Source: https://planprovider.pro/companies/blue-bell-creameries-inc-401k-plan

> Blue Bell Creameries, INC.'s 401(k) plan: 3,698 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Blue Bell Creameries, INC.

- **Sponsor EIN:** 742983264

- **Sponsor Address:** P.O BOX 1807, BRENHAM, TX, 778341807

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

- **Total Participants:** 3,698

- **Total Assets:** $195.3M

## 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|3,698|$195.3M|$3.1M|$9.9M|

| 2023|3,266|$173.6M|$2.6M|$8.2M|

| 2022|3,013|$152.3M|$1.9M|$6.9M|

## 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|

| FIDELITY INVESTMENTS INSTITUTIONAL|RECORDKEEPER|$68,619|—|$68,619|

| HAM, LANGSTON AND BREZINA, LLP|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

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

- [HAM, LANGSTON AND BREZINA, LLP](https://planprovider.pro/provider/ham-langston-and-brezina-llp) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $68,619

- **Estimated Expense Ratio:** 0.035% 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|$68,619|—|—|—|—|

| 2023|$55,606|—|—|—|—|

| 2022|$52,311|—|—|—|—|

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