Plan Snapshot
- Plan Sponsor: Bunzl Usa, LLC
- Sponsor EIN: 131884179
- Sponsor Address: ONE CITYPLACE DRIVE, SUITE 200, ST. LOUIS, MO, 63141
- Plan Type: 401(k)
- Total Participants: 5,596
- Total Assets: $942.3M
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 | 5,596 | $942.3M | $17.9M | $35.4M |
| 2023 | 5,486 | $811.2M | $15.3M | $32.6M |
| 2022 | 5,529 | $725.2M | $14.7M | $29.3M |
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 |
|---|---|---|---|---|
| VANGUARD GROUP INC. | NONE | $458,490 | $302 | $458,792 |
| VANGUARD ADVISERS INC. | NONE | $447,049 | — | $447,049 |
| QUALIFIED PLAN ADVISORS | NONE | $9,343 | — | $9,343 |
| UHY LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- VANGUARD ADVISERS INC. — NONE
- UHY LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $915,184
- Estimated Expense Ratio: 0.097% 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 | $861,682 | $447,049 | $5,441 | — | — |
| 2023 | $766,488 | $384,702 | $7,877 | — | — |
| 2022 | $697,785 | $350,750 | $282,735 | — | $22,600 |