Plan Snapshot
- Plan Sponsor: Spectrum Brands, INC.
- Sponsor EIN: 222423556
- Sponsor Address: P.O. BOX 620992, MIDDLETON, WI, 535620992
- Plan Type: DB
- Plan Number: 023
- Total Participants: 0
- Total Assets: $50.3M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2025 | 0 | $50.3M | $0 | $0 |
| 2024 | 33 | $50.2M | $0 | $0 |
| 2023 | 35 | $52.4M | $0 | $0 |
| 2022 | 40 | $51.3M | $0 | $0 |
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 |
|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | Other Service Provider | $189,014 | — | $189,014 |
| UBS FINANCIAL | Other Service Provider | $46,105 | — | $46,105 |
| USB FINANCIAL SERVICES | Other Service Provider | $21,000 | — | $21,000 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $256,119
- Estimated Expense Ratio: 0.509% 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 |
|---|---|---|---|---|---|
| 2025 | $4,237,851 | $198,227 | $189,014 | — | — |
| 2024 | $428,839 | $212,252 | $216,587 | — | — |
| 2023 | $612,223 | $55,761 | $196,530 | — | — |
| 2022 | $485,227 | — | — | — | — |