# Aerzen Usa Corp 401(k) Plan
Source: https://planprovider.pro/companies/aerzen-usa-corp-401k-plan

> Aerzen Usa Corp's 401(k) plan: 226 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/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|—|—|

## Similar Plans

- [Engel Machinery, INC.](https://planprovider.pro/companies/engel-machinery-inc-401k-plan) — 242 participants

- [Voith Us INC.](https://planprovider.pro/companies/voith-us-inc-401k-plan-012) — 248 participants

- [Reading Bakery Systems](https://planprovider.pro/companies/reading-bakery-systems-401k-plan) — 250 participants

- [Vallorbs Jewel Company](https://planprovider.pro/companies/vallorbs-jewel-company-401k-plan-001) — 199 participants

- [American Crane & Equipment Corporation](https://planprovider.pro/companies/american-crane-equipment-corporation-401k-plan) — 196 participants

- [Philadelphia Tramrail Enterprises, INC.](https://planprovider.pro/companies/philadelphia-tramrail-enterprises-inc-plan-001) — 183 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/aerzen-usa-corp-401k-plan)

© 2026 PlanProvider.Pro