# Campbell Companies 401(k) Plan
Source: https://planprovider.pro/companies/campbell-companies-401k-plan

> Campbell Companies's 401(k) plan: 592 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

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