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: 769
- Total Assets: $56.6M
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 | 769 | $56.6M | $2.3M | $4.1M |
| 2023 | 616 | $47.3M | $2.1M | $3.2M |
| 2022 | 598 | $37.7M | $989,922 | $2.7M |
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 |
|---|---|---|---|---|
| CARVER, FLOREK & JAMES | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $113,516 | $40,525 | — | — | — |
| 2023 | $89,875 | $29,725 | $49,750 | $10,400 | — |
| 2022 | $76,454 | — | $24,776 | — | — |