Plan Snapshot
- Plan Sponsor: Aerzen Usa Corp
- Sponsor EIN: 341384479
- Sponsor Address: 108 INDEPENDENCE WAY, COATESVILLE, PA, 193201653
- Plan Type: 401(k)
- Total Participants: 226
- Total Assets: $17.8M
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 | 226 | $17.8M | $483,771 | $1.5M |
| 2023 | 196 | $13.2M | $396,277 | $1.3M |
| 2022 | 184 | $10.6M | $331,909 | $1.1M |
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 |
|---|---|---|---|---|
| CLIFTONLARSONALLEN LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- CLIFTONLARSONALLEN LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $61,315 | $39,853 | $21,462 | — | — |
| 2023 | $50,345 | $27,697 | $22,648 | — | — |
| 2022 | $45,921 | $25,231 | $20,690 | — | — |