Plan Snapshot
- Plan Sponsor: Champion Brands, INC.
- Sponsor EIN: 591474127
- Sponsor Address: 5571 FLORIDA MINING BLVD. S., JACKSONVILLE, FL, 322573648
- Plan Type: 401(k)
- Total Participants: 427
- Total Assets: $13.1M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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 | 427 | $13.1M | $577,803 | $733,348 |
| 2023 | 314 | $11.4M | $0 | $694,090 |
| 2022 | 280 | $9.4M | $400,056 | $694,344 |
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 |
|---|---|---|---|---|
| MORGAN STANLEY SMITH BARNEY LLC | INVESTMENT ADVISOR | $24,030 | — | $24,030 |
| FIDELITY INVESTMENTS INSTITUTIONAL | RECORDKEEPER | $20,081 | — | $20,081 |
| MORGAN STANLEY SMITH BARNEY | ADVISOR | — | $14,116 | $14,116 |
| RALSTON & COMPANY, P.A. | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MORGAN STANLEY SMITH BARNEY LLC — INVESTMENT ADVISOR
- FIDELITY INVESTMENTS INSTITUTIONAL — RECORDKEEPER
- MORGAN STANLEY SMITH BARNEY — ADVISOR
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $58,227
- Estimated Expense Ratio: 0.445% 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 | $44,111 | $24,030 | — | — | — |
| 2023 | $5,708 | — | — | — | — |
| 2022 | $5,671 | — | — | — | — |