Plan Snapshot
- Plan Sponsor: Community Brands Parentco, LLC
- Sponsor EIN: 473250999
- Sponsor Address: 9620 EXECUTIVE CENTER DRIVE NORTH, ST. PETERSBURG, FL, 33702
- Plan Type: 401(k)
- Total Participants: 698
- Total Assets: $72.9M
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 | 698 | $72.9M | $1.4M | $6.1M |
| 2023 | 970 | $74.9M | $1.9M | $6.9M |
| 2022 | 1,091 | $61.4M | $1.7M | $6.8M |
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 |
|---|---|---|---|---|
| SCHWAB RETIREMENT PLAN SERVICES,INC | NONE | $98,526 | — | $98,526 |
| SAGE ADVISORY GROUP | NONE | $68,710 | — | $68,710 |
| BARNES WENDLING CPAS INC | NONE | $27,000 | — | $27,000 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- SCHWAB RETIREMENT PLAN SERVICES,INC — NONE
- SAGE ADVISORY GROUP — NONE
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $194,236
- Estimated Expense Ratio: 0.266% 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 | $195,883 | $71,452 | — | $27,000 | — |
| 2023 | $194,653 | $58,966 | $28,185 | — | — |
| 2022 | $225,427 | $60,253 | — | — | $47,801 |