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

> Breville Usa, INC.'s 401(k) plan: 257 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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.](https://planprovider.pro/provider/adp-retirement-services) — RECORD KEEPER

- [DAVID L BUCK CPA](https://planprovider.pro/provider/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|—|—|—|—|

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