# Brambles Usa, INC. 401(k) Plan
Source: https://planprovider.pro/companies/brambles-usa-inc-401k-plan

> Brambles Usa, INC.'s 401(k) plan: 2,839 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Brambles Usa, INC.

- **Sponsor EIN:** 363630892

- **Sponsor Address:** 7501 GREENBRIAR PARKWAY, ORLANDO, FL, 32819

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

- **Total Participants:** 2,839

- **Total Assets:** $304.5M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** Yes

- **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|2,839|$304.5M|$8.7M|$17.0M|

| 2023|2,896|$263.1M|$8.3M|$16.3M|

| 2022|3,568|$223.5M|$6.8M|$13.4M|

## 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|

| STRATEGIC ADVISORS, INC.|ADVISOR|$72,509|—|$72,509|

| FORVIS|ACCOUNTANT/AUDITOR|$27,563|—|$27,563|

| FIDELITY INVESTMENTS INSTITUTIONAL|RECORDKEEPER|$5,220|—|$5,220|

### Verified Provider Profiles

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

- [STRATEGIC ADVISORS, INC.](https://planprovider.pro/provider/creative-planning) — ADVISOR

- [FORVIS](https://planprovider.pro/provider/forvis-mazars-llp) — ACCOUNTANT/AUDITOR

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

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $105,292

- **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|$105,292|$72,509|—|$27,563|—|

| 2023|$144,126|$59,022|—|$27,000|—|

| 2022|$119,989|$53,085|—|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/brambles-usa-inc-401k-plan)

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