Plan Snapshot
- Plan Sponsor: Assa Abloy INC.
- Sponsor EIN: 930925319
- Sponsor Address: 110 SARGENT DRIVE, NEW HAVEN, CT, 06511
- Plan Type: 401(k)
- Plan Number: 102
- Total Participants: 0
- Total Assets: $210.6M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 0 | $210.6M | $0 | $0 |
| 2023 | 0 | $206.2M | $0 | $0 |
| 2022 | 0 | $198.9M | $0 | $0 |
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 |
|---|---|---|---|---|
| SNOWDEN CAPITAL ADVISORS LLC | Other Service Provider | $385,262 | — | $385,262 |
| THE CAMPBELL GROUP LLC | Other Service Provider | $186,685 | — | $186,685 |
| VOYA HOLDINGS, INC. | Other Service Provider | $149,175 | — | $149,175 |
| NEUBERGER BERMAN INVESTMENT | Other Service Provider | $147,336 | — | $147,336 |
| THE BANK OF NEW YORK MELLON | Other Service Provider | $123,165 | — | $123,165 |
| HEITMAN LLC | Other Service Provider | $116,812 | — | $116,812 |
| COHNREZNICK LLP | Investment Advisor | $112,500 | — | $112,500 |
| LAZARD ASSET MANAGEMENT LLC | Other Service Provider | $103,933 | — | $103,933 |
| CORIENT HOLDINGS INC | Other Service Provider | $60,512 | — | $60,512 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- COHNREZNICK LLP — Investment Advisor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $1,385,380
- Estimated Expense Ratio: 0.658% 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 | $1,387,419 | $1,132,288 | — | $112,500 | — |
| 2023 | $1,244,960 | $1,069,350 | — | — | — |
| 2022 | $1,353,399 | $1,174,701 | — | — | $158,708 |