# Primo Water Holdings INC 401(k) Plan
Source: https://planprovider.pro/companies/primo-water-holdings-inc-401k-plan

> Primo Water Holdings INC's 401(k) plan: 5,828 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|—|—|—|—|

## Similar Plans

- [Refresco Beverages Us INC.](https://planprovider.pro/companies/refresco-beverages-us-inc-401k-plan) — 4,590 participants

- [Refresco Beverages Us INC.](https://planprovider.pro/companies/refresco-beverages-us-inc-plan-005) — 431 participants

- [Silver Springs Bottled Water Co.](https://planprovider.pro/companies/silver-springs-bottled-water-co-401k-plan) — 300 participants

- [Ds Services Of America, INC.](https://planprovider.pro/companies/ds-services-of-america-inc-plan) — 79 participants

- [Ice House Funding INC.](https://planprovider.pro/companies/ice-house-funding-inc-401k-plan) — 2 participants

- [Taylormade Cones INC.](https://planprovider.pro/companies/taylormade-cones-inc-plan) — 2 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/primo-water-holdings-inc-401k-plan)

© 2026 PlanProvider.Pro