# Betts Industries, INC. 401(k) Plan
Source: https://planprovider.pro/companies/betts-industries-inc-250928077-002

> Betts Industries, INC.'s 401(k) plan: 296 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Betts Industries, INC.

- **Sponsor EIN:** 250928077

- **Sponsor Address:** 1800 PENNSYLVANIA AVENUE, WEST, WARREN, PA, 16365

- **Plan Type:** 401(k)

- **Plan Number:** 002

- **Total Participants:** 296

- **Total Assets:** $48.9M

## 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|296|$48.9M|$1.4M|$1.8M|

| 2023|285|$46.4M|$1.4M|$1.6M|

| 2022|272|$37.9M|$1.2M|$1.6M|

## 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|

| AMERIPRISE FINANCIAL SERVICES INC|Investment Advisor|$105,852|—|$105,852|

| SCHAFFNER, KNIGHT, MINNAUGH & CO.|Auditor|$11,924|—|$11,924|

| FIDELITY INVESTMENTS INSTITUTIONAL|Recordkeeper|$9,266|—|$9,266|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [AMERIPRISE FINANCIAL SERVICES INC](https://planprovider.pro/provider/ameriprise-financial-services-llc) — Investment Advisor

- [FIDELITY INVESTMENTS INSTITUTIONAL](https://planprovider.pro/provider/fidelity-investments) — Recordkeeper

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $127,042

- **Estimated Expense Ratio:** 0.260% 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|$127,042|$105,852|$600|$11,924|—|

| 2023|$91,371|$86,795|—|—|—|

| 2022|$87,259|—|—|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/betts-industries-inc-250928077-002)

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