# Fortune Brands Innovations, INC. 401(k) Plan
Source: https://planprovider.pro/companies/fortune-brands-innovations-inc-401k-plan-001

> Fortune Brands Innovations, INC.'s 401(k) plan: 5,181 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Fortune Brands Innovations, INC.

- **Sponsor EIN:** 621411546

- **Sponsor Address:** 520 LAKE COOK ROAD STE. 300, DEERFIELD, IL, 60015

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

- **Total Participants:** 5,181

- **Total Assets:** $824.6M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** Yes

- **Participant Loans:** Yes

- **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|5,181|$824.6M|$32.4M|$36.7M|

| 2023|4,822|$730.5M|$24.9M|$31.3M|

| 2022|5,900|$868.1M|$31.0M|$44.9M|

## 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|$304,103|—|$304,103|

| FINANCIAL ENGINES|ADVISOR|$284,346|—|$284,346|

| BDO USA, P.C.|ACCOUNTANT/AUDITOR|$57,283|—|$57,283|

| AON INVESTMENTS USA INC.|INVESTMENT ADVISOR|$41,860|—|$41,860|

| SASSETTI LLC|ACCOUNTANT/AUDITOR|$7,500|—|$7,500|

### 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

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

- [SASSETTI LLC](https://planprovider.pro/provider/sassetti-llc) — ACCOUNTANT/AUDITOR

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $695,092

- **Estimated Expense Ratio:** 0.084% 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|$696,294|$326,206|$2,700|$64,783|—|

| 2023|$492,782|$242,030|$1,200|$59,930|—|

| 2022|$943,006|—|—|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/fortune-brands-innovations-inc-401k-plan-001)

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