Plan Snapshot
- Plan Sponsor: Campbell Companies
- Sponsor EIN: 843055712
- Sponsor Address: 4901 WEST 2100 SOUTH, SALT LAKE CITY, UT, 84120
- Plan Type: 401(k)
- Total Participants: 592
- Total Assets: $93.0M
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 | 592 | $93.0M | $3.5M | $5.1M |
| 2023 | 550 | $83.5M | $3.3M | $4.5M |
| 2022 | 544 | $68.7M | $2.1M | $3.8M |
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 | $69,278 | — | $69,278 |
| KESTRA ADVISORY SERVICES LLC | INVESTMENT ADVISOR | $59,275 | — | $59,275 |
| CARVER FLOREK & JAMES CPAS LLC | AUDITOR | $10,800 | — | $10,800 |
| CARVER, FLOREK & JAMES | Auditor | $10,800 | — | $10,800 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $150,153
- Estimated Expense Ratio: 0.161% 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 | $190,023 | $59,275 | — | $10,800 | — |
| 2023 | $133,321 | $59,275 | $61,706 | $12,340 | — |
| 2022 | $125,660 | $59,275 | $56,310 | — | $9,700 |