Plan Snapshot
- Plan Sponsor: Egis Bln Usa INC.
- Sponsor EIN: 352031487
- Sponsor Address: 8320 CRAIG STREET, INDIANAPOLIS, IN, 46250
- Plan Type: 401(k)
- Total Participants: 202
- Total Assets: $37.7M
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 | 202 | $37.7M | $800,990 | $1.7M |
| 2023 | 198 | $34.0M | $763,618 | $1.6M |
| 2022 | 187 | $28.4M | $716,588 | $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 |
|---|---|---|---|---|
| AMERICAN UNITED LIFE INSURANCE CO | Other Service Provider | $1,270 | $105,686 | $106,956 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $106,956
- Estimated Expense Ratio: 0.284% 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 | $1,120 | — | $1,120 | — | — |
| 2023 | $673 | — | $673 | — | — |
| 2022 | $854 | — | $854 | — | — |