# Champion Brands, INC. 401(k) Plan
Source: https://planprovider.pro/companies/champion-brands-inc-401k-plan

> Champion Brands, INC.'s 401(k) plan: 427 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/morgan-stanley) — INVESTMENT ADVISOR

- [FIDELITY INVESTMENTS INSTITUTIONAL](https://planprovider.pro/provider/fidelity-investments) — RECORDKEEPER

- [MORGAN STANLEY SMITH BARNEY](https://planprovider.pro/provider/jp-morgan-asset-management) — 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|—|—|—|—|

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