Plan Snapshot
- Plan Sponsor: Primo Water Holdings INC
- Sponsor EIN: 582020185
- Sponsor Address: 1150 ASSEMBLY DRIVE SUITE 800, TAMPA, FL, 33607
- Plan Type: 401(k)
- Total Participants: 5,828
- Total Assets: $371.6M
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 | 5,828 | $371.6M | $8.4M | $21.9M |
| 2023 | 5,748 | $335.9M | $6.6M | $20.0M |
| 2022 | 5,521 | $295.4M | $6.5M | $17.5M |
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 |
|---|---|---|---|---|
| CBIZ CPAS P.C. | Auditor | $27,300 | — | $27,300 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $27,300
- Estimated Expense Ratio: 0.007% 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 | $513,588 | $201,770 | — | $27,300 | — |
| 2023 | $449,747 | $150,518 | — | $25,200 | — |
| 2022 | $1,146,681 | — | — | — | — |