Daisy Brand 401(k) match, vesting and fees
What Daisy Brand's 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 | Bdo USA, P.C. (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 1,613 defined-contribution plans in manufacturing with 500 to 999 participants.
| Daisy Brand: employer contribution per participant | $8,450 | |
| Peer median | $2,038 |
| Daisy Brand: average balance | $164,029 | |
| Peer median | $72,951 |
| Daisy Brand: admin expenses ÷ assets | 0.18% | |
| Peer median | 0.20% |
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 $132M at the end of plan year 2023 to $155M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 1,001 | $155M | $8M | $8,450 | 0.18% | Not published | Form 5500 ↗ |
| 2023 | 865 | $132M | $6.8M | $7,867 | 0.29% | Not published | Form 5500 ↗ |
Common questions
Does Daisy Brand match 401(k) contributions?
The match terms for the Daisy Brand Retirement Plan have not been published from its filing yet. The plan year 2024 filing reports $8M in employer contributions, about $8,450 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Daisy Brand 401(k) match vested?
The vesting schedule for the Daisy Brand Retirement Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Daisy Brand 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Fidelity Investments Institutional. The plan administrator is Daisy Brand, LLC.
I left Daisy Brand. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Daisy Brand, LLC, (972) 726-0800) or the recordkeeper, Fidelity Investments Institutional. The Daisy Brand old 401(k) page lists the contacts from every plan filing. Find an old Daisy Brand 401(k)
Data from the public Form 5500 annual reports Daisy Brand filed with the U.S. Department of Labor (plan years 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 Daisy Brand. Not financial advice. Report a correction · Methodology