Blue Bell Creameries 401(k) match, vesting and fees
What Blue Bell Creameries' 401(k) plan says about matching contributions
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Fidelity Investments Institutional | Schedule C ↗ |
| Independent auditor | Ham, Langston and Brezina, LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 1,619 defined-contribution plans in manufacturing with 1,000 to 4,999 participants.
| Blue Bell Creameries: employer contribution per participant | $895 | |
| Peer median | $2,413 |
| Blue Bell Creameries: average balance | $56,796 | |
| Peer median | $86,456 |
| Blue Bell Creameries: admin expenses ÷ assets | 0.04% | |
| Peer median | 0.12% |
Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.
Plan history
Plan assets went from $190M at the end of plan year 2021 to $195M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 4,078 | $195M | $3.1M | $895 | 0.04% | Not published | Form 5500 ↗ |
| 2023 | 3,638 | $174M | $2.6M | $790 | 0.03% | Not published | Form 5500 ↗ |
| 2022 | 3,338 | $152M | $1.9M | $801 | 0.03% | Not published | Form 5500 ↗ |
| 2021 | 3,250 | $190M | $2M | $793 | 0.03% | Not published | Form 5500 ↗ |
Other Blue Bell Creameries plans (2)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
Blue Bell Creameries, Inc. Employee Stock Ownership Plan
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Matrix Trust Company | Schedule C ↗ |
| Independent auditor | Ham, Langston & Brezina, LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | Profit-sharing · Active | Form 5500 ↗ |
Blue Bell Creameries, Inc. Pension Plan
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Independent auditor | Ham, Langston & Brezina, LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | Pension (defined benefit) · Active | Form 5500 ↗ |
Common questions
Does Blue Bell Creameries match 401(k) contributions?
The match terms for the Blue Bell Creameries, Inc. 401(k) Plan have not been published from its filing yet. The plan year 2024 filing reports $3.1M in employer contributions, about $895 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Blue Bell Creameries 401(k) match vested?
The vesting schedule for the Blue Bell Creameries, Inc. 401(k) Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Blue Bell Creameries 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Fidelity Investments Institutional. The plan administrator is Blue Bell Creameries, Inc..
I left Blue Bell Creameries. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Blue Bell Creameries, Inc., (979) 836-7977) or the recordkeeper, Fidelity Investments Institutional. The Blue Bell Creameries old 401(k) page lists the contacts from every plan filing. Find an old Blue Bell Creameries 401(k)
Data from the public Form 5500 annual reports Blue Bell Creameries filed with the U.S. Department of Labor (plan years 2021 and 2022 and 2023 and 2024) and, where noted, the attached independent auditor's report. Plan terms may have changed since the filing; check your current Summary Plan Description. PlanFacts is not affiliated with Blue Bell Creameries. Not financial advice. Report a correction · Methodology