Plan Snapshot
- Plan Sponsor: Consumer Brands Association
- Sponsor EIN: 530114930
- Sponsor Address: 1001 19TH STREET N, ARLINGTON, VA, 22209
- Plan Type: DB
- Plan Number: 333
- Total Participants: 1
- Total Assets: $16.2M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2023 | 1 | $16.2M | $0 | $0 |
| 2022 | 1 | $16.2M | $0 | $0 |
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 |
|---|---|---|---|---|
| RUSSELL INVESTMENTS TRUST COMPANY | Investment Advisor | $117,018 | — | $117,018 |
| MILLIMAN, INC. | Recordkeeper | $34,650 | — | $34,650 |
| MARCUM LLP | Other Service Provider | $11,440 | — | $11,440 |
| PENSION BENEFIT INFORMATION, LLC | Other Service Provider | $5,000 | — | $5,000 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- RUSSELL INVESTMENTS TRUST COMPANY — Investment Advisor
- MILLIMAN, INC. — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $168,108
- Estimated Expense Ratio: 1.038% 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 |
|---|---|---|---|---|---|
| 2023 | $271,368 | $132,526 | — | $11,440 | — |
| 2022 | $281,794 | $149,472 | — | — | $45,886 |