Plan Snapshot
- Plan Sponsor: Campbell Bewley, INC.
- Sponsor EIN: 043397963
- Sponsor Address: 85 RANGEWAY ROAD BUILDING 1, BILLERICA, MA, 01862
- Plan Type: 401(k)
- Total Participants: 232
- Total Assets: $4.1M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 232 | $4.1M | $201,987 | $395,997 |
| 2023 | 255 | $4.5M | $219,401 | $379,876 |
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 |
|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | Recordkeeper | $63,496 | — | $63,496 |
| CLIFTON LARSON ALLEN WEALTH ADVISOR | Auditor | $20,479 | — | $20,479 |
| ONEDIGITAL INVESTMENT | Investment Advisor | $15,000 | — | $15,000 |
| HUNNEX AND SHOEMAKER, INC. | Recordkeeper | $8,475 | $2,169 | $10,644 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $109,619
- Estimated Expense Ratio: 2.694% 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 | $70,762 | — | — | — | — |
| 2023 | $14,140 | $14,140 | — | — | — |