Plan Snapshot
- Plan Sponsor: Bitzer Us, INC.
- Sponsor EIN: 581345338
- Sponsor Address: 4080 ENTERPRISE WAY, FLOWERY BRANCH, GA, 30542
- Plan Type: 401(k)
- Total Participants: 318
- Total Assets: $30.9M
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 | 318 | $30.9M | $3.1M | $1.2M |
| 2023 | 263 | $25.5M | $2.1M | $1.2M |
| 2022 | 238 | $20.7M | $1.5M | $1.0M |
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 |
|---|---|---|---|---|
| WINDHAM BRANNAN, LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- WINDHAM BRANNAN, LLC — 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 | $58,175 | $40,461 | — | — | — |
| 2023 | $65,177 | $34,025 | — | $17,750 | — |
| 2022 | $58,166 | — | $58,166 | — | — |