Plan Snapshot
- Plan Sponsor: Bonfiglioli Usa
- Sponsor EIN: 980345059
- Sponsor Address: 3541 HARGRAVE DRIVE, HEBRON, KY, 41048
- Plan Type: 401(k)
- Total Participants: 153
- Total Assets: $11.9M
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 | 153 | $11.9M | $504,917 | $988,148 |
| 2023 | 160 | $10.6M | $487,929 | $931,217 |
| 2022 | 151 | $8.5M | $387,751 | $764,486 |
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 |
|---|---|---|---|---|
| ROD LANGORD 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 | $59,711 | $20,849 | — | — | — |
| 2023 | $30,614 | $11,817 | — | — | — |
| 2022 | $28,093 | — | $28,093 | — | — |