Plan Snapshot
- Plan Sponsor: Soda Stream Usa
- Sponsor EIN: 522186584
- Sponsor Address: 1130 THOMAS BUSCH MEMORIAL HIGHWAY, PENNSAUKEN, NJ, 08110
- Plan Type: 401(k)
- Total Participants: 122
- Total Assets: $10.0M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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 | 122 | $10.0M | $514,954 | $798,664 |
| 2023 | 151 | $8.8M | $486,080 | $750,043 |
| 2022 | 151 | $6.5M | $515,088 | $781,039 |
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 |
|---|---|---|---|---|
| LEGACY RETIREMENT SOLUTIONS, LLC | Recordkeeper | $2,725 | $4,457 | $7,182 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $7,182
- Estimated Expense Ratio: 0.072% 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 | $39,863 | — | $39,863 | — | — |
| 2023 | $30,454 | — | $30,454 | — | — |
| 2022 | $21,082 | — | $21,082 | — | — |