# Employee Owned Brands, INC. 401(k) Plan
Source: https://planprovider.pro/companies/employee-owned-brands-inc-401k-plan

> Employee Owned Brands, INC.'s 401(k) plan: 1,120 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Employee Owned Brands, INC.

- **Sponsor EIN:** 420990485

- **Sponsor Address:** 2211 W GRIMES AVE, FAIRFIELD, IA, 525562681

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

- **Total Participants:** 1,120

- **Total Assets:** $65.6M

## 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|1,120|$65.6M|$286,421|$2.6M|

| 2023|1,096|$53.7M|$296,427|$2.2M|

| 2022|1,090|$49.7M|$259,183|$2.0M|

## 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|

| PRINCIPAL LIFE INSURANCE COMPANY|CONTRACT ADMINISTRATOR|$180,864|—|$180,864|

| CAPFINANCIAL PARTNERS LLC|INVESTMENT ADVISORY|—|$68,613|$68,613|

| RSM US LLP|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [RSM US LLP](https://planprovider.pro/provider/rsm-us-llp) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $249,477

- **Estimated Expense Ratio:** 0.380% 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|$180,864|—|$180,864|—|—|

| 2023|$156,907|—|$156,907|—|—|

| 2022|$91,763|—|$91,763|—|—|

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