# Bunzl Usa, LLC DB Plan
Source: https://planprovider.pro/companies/bunzl-usa-llc-plan-003

> Bunzl Usa, LLC's DB plan: 143 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/john-hancock) — NONE

- [UHY LLP](https://planprovider.pro/provider/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|

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