Plan Snapshot
- Plan Sponsor: Anton Paar Usa, INC.
- Sponsor EIN: 232432816
- Sponsor Address: 10215 TIMBER RIDGE DRIVE, ASHLAND, VA, 23005
- Plan Type: 401(k)
- Total Participants: 275
- Total Assets: $25.4M
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 | 275 | $25.4M | $1.0M | $2.2M |
| 2023 | 245 | $19.5M | $1.0M | $1.9M |
| 2022 | 216 | $14.7M | $700,048 | $1.7M |
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 |
|---|---|---|---|---|
| FORVIS MAZARS, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FORVIS MAZARS, 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 | $54,721 | — | $54,721 | — | — |
| 2023 | $44,404 | $23,355 | $18,714 | — | — |
| 2022 | $41,440 | $30,397 | $9,918 | — | $1,125 |