# Daisy Brand, LLC 401(k) Plan
Source: https://planprovider.pro/companies/daisy-brand-llc-401k-plan

> Daisy Brand, LLC's 401(k) plan: 863 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

| PROACCOUNT|INVESTMENT ADVISOR|$227,765|—|$227,765|

| CECILCO|ADMINISTRATOR|$4,946|$40,961|$45,907|

| FIDELITY INVESTMENTS INSTITUTIONAL|RECORDKEEPER|$12,890|—|$12,890|

| STRATEGIC ADVISORS, INC.|INVESTMENT ADVISOR|$9,512|—|$9,512|

| ROBERT CECIL JR|INVESTMENT ADVISOR|—|$8,963|$8,963|

| BDO USA, P.C.|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [PROACCOUNT](https://planprovider.pro/provider/nationwide-mutual-insurance-company) — INVESTMENT ADVISOR

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

- [STRATEGIC ADVISORS, INC.](https://planprovider.pro/provider/creative-planning) — INVESTMENT ADVISOR

- [BDO USA, P.C.](https://planprovider.pro/provider/bdo-usa-pc) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $305,037

- **Estimated Expense Ratio:** 0.197% 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|$254,327|$234,385|$4,946|—|—|

| 2023|$352,633|$335,094|$16,995|—|—|

| 2022|$348,005|$334,507|$13,498|—|—|

## Similar Plans

- [Cacique Foods LLC](https://planprovider.pro/companies/cacique-foods-llc-401k-plan) — 352 participants

- [Panhandle Products, LLC](https://planprovider.pro/companies/panhandle-products-llc-401k-plan) — 1,690 participants

- [Blue Bell Creameries, INC.](https://planprovider.pro/companies/blue-bell-creameries-inc-plan-001) — 3,001 participants

- [Blue Bell Creameries, INC.](https://planprovider.pro/companies/blue-bell-creameries-inc-401k-plan) — 3,698 participants

- [Blue Bell Creameries, INC.](https://planprovider.pro/companies/blue-bell-creameries-inc-plan-002) — 3,921 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/daisy-brand-llc-401k-plan)

© 2026 PlanProvider.Pro