Bluetriton Brands, Inc. 401(K) Savings Plan — Form 5500 plan (Bluetriton Brands, Inc.)
Plain-English plan summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Bluetriton Brands, Inc. 401(K) Savings Plan is a benefit plan reported by Bluetriton Brands, Inc. under EIN 94-3027237 and plan number 001. The latest loaded filing year is 2023. The filing reports 7,199 participants and $349,554,245 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Bluetriton Brands, Inc.
- EIN
- 94-3027237
- Plan number
- 001
- Plan type
- 2
- Location
- Stamford, CT
- Latest filing year
- 2023
- Participants
- 7,199
- End-of-year plan assets
- $349,554,245
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 7,199 | H, C | 20240913131112NAL0005088051001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $349,554,245
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $349,554,245
- Net assets (BOY)
- $230,190,599
Income & contributions
- Employer contributions
- $41,033,487
- Participant contributions
- $41,871,024
- Total contributions
- $102,105,006
- Total income / additions
- $147,139,217
Expenses & distributions
- Benefits paid
- $27,064,827
- Administrative expenses
- $710,604
- Total expenses
- $27,775,571
- Net increase / (decrease)
- $119,363,646
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Voya Institutional Plan Services, L | RECORDKEEPER | $530,437 | $0 | 2023 |
| Aon | INVEST MGR | $65,763 | not reported in the loaded dataset | 2023 |
| Bdo Usa, P.C. | ACCOUNTING | $63,404 | not reported in the loaded dataset | 2023 |
| Sage View | AUDITOR | $37,500 | not reported in the loaded dataset | 2023 |
| Aspire | RECORDKEEPING | $13,500 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Bluetriton Brands, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in CT
- 401(k) and benefit plan filings in Stamford, CT
- Voya Institutional Plan Services, L — Schedule C compensation
- Aon — Schedule C compensation
- Bdo Usa, P.C. — Schedule C compensation
- Sage View — Schedule C compensation
- Aspire — Schedule C compensation