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

> Breitling Usa, INC.'s 401(k) plan: 266 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

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

- **Sponsor EIN:** 061275901

- **Sponsor Address:** 206 DANBURY ROAD, WILTON, CT, 06897

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

- **Total Participants:** 266

- **Total Assets:** $16.3M

## 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|266|$16.3M|$643,111|$1.1M|

| 2023|201|$14.7M|$540,423|$1.0M|

| 2022|179|$11.7M|$462,229|$930,249|

## 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|

| UBS FINANCIAL SERVICES INC|ADVISOR|$34,675|—|$34,675|

| FIDELITY INVESTMENTS INSTITUTIONAL|RECORDKEEPER|$25,496|—|$25,496|

| NOVAK FRANCELLA LLC|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [UBS FINANCIAL SERVICES INC](https://planprovider.pro/provider/aspire-financial-services) — ADVISOR

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

- [NOVAK FRANCELLA LLC](https://planprovider.pro/provider/novak-francella-llc) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $60,171

- **Estimated Expense Ratio:** 0.370% 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|$60,171|$34,675|—|—|—|

| 2023|$61,682|$30,778|—|—|—|

| 2022|$10,439|—|—|—|—|

## Similar Plans

- [Timex Group Usa, INC.](https://planprovider.pro/companies/timex-group-usa-inc-401k-plan) — 217 participants

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