Plan Snapshot
- Plan Sponsor: Comlux America, LLC
- Sponsor EIN: 270354660
- Sponsor Address: 2910 S HIGH SCHOOL ROAD, INDIANAPOLIS, IN, 46241
- Plan Type: 401(k)
- Total Participants: 224
- Total Assets: $9.7M
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 | 224 | $9.7M | $114,294 | $831,563 |
| 2023 | 159 | $8.4M | $198,399 | $808,499 |
| 2022 | 161 | $7.9M | $296,768 | $964,156 |
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 |
|---|---|---|---|---|
| CBIZ CPAS, PC | 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 | $42,167 | $4,391 | — | — | — |
| 2023 | $40,027 | $33,323 | — | — | — |
| 2022 | $47,288 | — | — | — | — |