Plan Snapshot
- Plan Sponsor: Daisy Brand, LLC
- Sponsor EIN: 800595003
- Sponsor Address: 12750 MERIT DRIVE, SUITE 600, DALLAS, TX, 75251
- Plan Type: 401(k)
- Total Participants: 863
- Total Assets: $155.2M
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 | 863 | $155.2M | $8.0M | $6.0M |
| 2023 | 704 | $132.5M | $6.8M | $4.8M |
| 2022 | 641 | $110.9M | $6.0M | $4.3M |
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 |
|---|---|---|---|---|
| BDO USA, P.C. | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BDO USA, P.C. — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $254,327 | $234,385 | $4,946 | — | — |
| 2023 | $352,633 | $335,094 | $16,995 | — | — |
| 2022 | $348,005 | $334,507 | $13,498 | — | — |