Plan Snapshot
- Plan Sponsor: Breville Usa, INC.
- Sponsor EIN: 954234740
- Sponsor Address: 19400 S. WESTERN AVE, TORRANCE, CA, 90501
- Plan Type: 401(k)
- Total Participants: 257
- Total Assets: $17.8M
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 | 257 | $17.8M | $829,543 | $2.0M |
| 2023 | 236 | $13.8M | $795,067 | $1.8M |
| 2022 | 244 | $9.4M | $700,173 | $1.6M |
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 |
|---|---|---|---|---|
| PENSIONMARK FINANCIAL GROUP, LLC | INVESTMENT/FINANCIAL ADVI | $44,772 | — | $44,772 |
| ADP, INC. | RECORD KEEPER | $38,437 | — | $38,437 |
| DAVID L BUCK CPA | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ADP, INC. — RECORD KEEPER
- DAVID L BUCK CPA — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $83,209
- Estimated Expense Ratio: 0.468% 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 | $83,210 | $33,161 | — | — | — |
| 2023 | $70,165 | $31,974 | — | — | — |
| 2022 | $58,019 | — | — | — | — |