Plan Snapshot
- Plan Sponsor: Britax Child Safety, INC.
- Sponsor EIN: 621625175
- Sponsor Address: 4140 PLEASANT ROAD, FORT MILL, SC, 29708
- Plan Type: 401(k)
- Total Participants: 102
- Total Assets: $14.1M
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 | 102 | $14.1M | $526,600 | $765,368 |
| 2023 | 120 | $16.0M | $654,207 | $938,345 |
| 2022 | 157 | $14.7M | $843,327 | $1.2M |
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 |
|---|---|---|---|---|
| NFP RETIREMENT INC | Investment Advisor | $24,849 | — | $24,849 |
| EMPOWER ANNUITY INSURANCE COMPANY | Recordkeeper | $23,700 | — | $23,700 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $48,549
- Estimated Expense Ratio: 0.345% 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 | $48,549 | $24,849 | — | — | — |
| 2023 | $36,452 | — | — | — | — |
| 2022 | $52,610 | — | — | — | — |