Plan Snapshot
- Plan Sponsor: Balluff, INC.
- Sponsor EIN: 222326111
- Sponsor Address: 8125 HOLTON DR, FLORENCE, KY, 41042
- Plan Type: 401(k)
- Total Participants: 152
- Total Assets: $34.4M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 152 | $34.4M | $623,290 | $1.4M |
| 2023 | 174 | $33.9M | $644,296 | $1.5M |
| 2022 | 158 | $29.6M | $645,464 | $1.5M |
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 |
|---|---|---|---|---|
| RODL LANGFORD DE KOCK - VL LLC | Auditor | — | — | $0 |
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 | $141,581 | $69,600 | — | — | — |
| 2023 | $118,203 | $61,166 | — | — | — |
| 2022 | $122,358 | — | $122,358 | — | — |