# Blue Bell Creameries, INC. DC Plan
Source: https://planprovider.pro/companies/blue-bell-creameries-inc-plan-002

> Blue Bell Creameries, INC.'s DC plan: 3,921 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:** DC

- **Total Participants:** 3,921

- **Total Assets:** $40.7M

## 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|3,921|$40.7M|$0|$0|

| 2023|3,887|$42.6M|$3.4M|$0|

| 2022|3,885|$42.3M|$1.6M|$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|

| VERABANK, N.A.|ASSET MANAGER|$12,095|—|$12,095|

| MATRIX TRUST COMPANY|TRUSTEE|$9,177|—|$9,177|

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

### Verified Provider Profiles

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

- [MATRIX TRUST COMPANY](https://planprovider.pro/provider/aspire-financial-services) — TRUSTEE

- [HAM, LANGSTON & 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:** $21,272

- **Estimated Expense Ratio:** 0.052% 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|$21,841|—|$21,841|—|—|

| 2023|$12,154|—|$12,154|—|—|

| 2022|$11,296|—|$11,296|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/blue-bell-creameries-inc-plan-002)

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