# Continental Battery Company 401(k) Plan
Source: https://planprovider.pro/companies/continental-battery-company-401k-plan

> Continental Battery Company's 401(k) plan: 1,510 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Continental Battery Company

- **Sponsor EIN:** 750942847

- **Sponsor Address:** 8585 N STEMMONS FWY, DALLAS, TX, 75247

- **Plan Type:** 401(k)

- **Total Participants:** 1,510

- **Total Assets:** $51.7M

## 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|1,510|$51.7M|$1.4M|$3.6M|

| 2023|1,461|$48.6M|$1.1M|$4.0M|

| 2022|1,495|$42.6M|$750,024|$2.7M|

## 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|

| FIDELITY INVESTMENTS INSTITUTIONAL|RECORDKEEPER|$92,907|—|$92,907|

| LPL FINANCIAL LLC|ADVISOR|$34,328|—|$34,328|

| WITHUMSMITH&BROWN, PC|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

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

- [LPL FINANCIAL LLC](https://planprovider.pro/provider/lpl-financial-llc) — ADVISOR

- [WITHUMSMITH&BROWN, PC](https://planprovider.pro/provider/withumsmithbrown-pc) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $127,235

- **Estimated Expense Ratio:** 0.246% 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|$127,235|$34,328|—|—|—|

| 2023|$119,922|$30,670|$600|—|—|

| 2022|$91,526|—|—|—|—|

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