# Capital Brands Distribution, LLC 401(k) Plan
Source: https://planprovider.pro/companies/capital-brands-distribution-llc-401k-plan

> Capital Brands Distribution, LLC's 401(k) plan: 58 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Capital Brands Distribution, LLC

- **Sponsor EIN:** 474643698

- **Sponsor Address:** 10900 WILSHIRE BLVD, LOS ANGELES, CA, 90024

- **Plan Type:** 401(k)

- **Total Participants:** 58

- **Total Assets:** $9.8M

## 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|58|$9.8M|$190,097|$715,621|

| 2023|57|$8.8M|$167,873|$675,548|

| 2022|59|$7.8M|$192,319|$743,993|

## 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|

| LANCE, SOLL & LUNGHARD, LLP|Auditor|$10,424|—|$10,424|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [LANCE, SOLL & LUNGHARD, LLP](https://planprovider.pro/provider/lsl-llp) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $10,424

- **Estimated Expense Ratio:** 0.107% 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|$43,010|$18,654|$13,932|$10,424|—|

| 2023|$33,276|$16,491|$16,785|—|—|

| 2022|$30,767|$16,192|$14,575|—|—|

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