Plan Snapshot
- Plan Sponsor: Amphenol Corporation & Affiliated Companies
- Sponsor EIN: 222785165
- Sponsor Address: 358 HALL AVENUE, WALLINGFORD, CT, 06492
- Plan Type: 401(k)
- Total Participants: 958
- Total Assets: $73.8M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 958 | $73.8M | $1.9M | $4.5M |
| 2023 | 913 | $64.2M | $1.9M | $4.6M |
| 2022 | 1,053 | $51.8M | $1.4M | $4.5M |
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 | $17,520 | — | $17,520 |
| STRATEGIC ADVISORS, INC. | Investment Advisor | $14,956 | — | $14,956 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- CLIFTONLARSONALLEN LLP — Auditor
- STRATEGIC ADVISORS, INC. — Investment Advisor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $32,476
- Estimated Expense Ratio: 0.044% of plan assets
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 | $107,266 | — | — | — | — |
| 2023 | $91,581 | — | — | — | — |
| 2022 | $87,647 | — | — | — | — |