# Community Brands Parentco, LLC 401(k) Plan
Source: https://planprovider.pro/companies/community-brands-parentco-llc-401k-plan

> Community Brands Parentco, LLC's 401(k) plan: 698 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/charles-schwab-and-co-inc) — NONE

- [SAGE ADVISORY GROUP](https://planprovider.pro/provider/sageview-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|

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