Plan Snapshot
- Plan Sponsor: Bunzl Usa, LLC
- Sponsor EIN: 131884179
- Sponsor Address: ONE CITYPLACE DRIVE, SUITE 200, ST. LOUIS, MO, 63141
- Plan Type: DB
- Total Participants: 143
- Total Assets: $102.2M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 143 | $102.2M | $0 | $0 |
| 2023 | 166 | $110.6M | $0 | $0 |
| 2022 | 192 | $111.8M | $0 | $0 |
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 |
|---|---|---|---|---|
| CALLAN HOLDINGS INC. | NONE | $139,044 | — | $139,044 |
| PRUDENTIAL TRUST CO. | NONE | $80,418 | — | $80,418 |
| INCOME RESEARCH + MANAGEMENT | NONE | $80,003 | — | $80,003 |
| INVESCO ADVISERS, INC. | NONE | $66,313 | — | $66,313 |
| U.S. BANK NATIONAL ASSOCIATION | NONE | $44,282 | — | $44,282 |
| BRANDES INVESTMENT PARTNERS, L.P. | NONE | $43,202 | — | $43,202 |
| UHY LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- U.S. BANK NATIONAL ASSOCIATION — NONE
- UHY LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $453,262
- Estimated Expense Ratio: 0.443% 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 | $521,702 | $408,980 | — | — | — |
| 2023 | $976,705 | $388,870 | — | — | — |
| 2022 | $552,614 | $431,771 | — | — | $39,496 |